Wealthcare Advisory Partners’s MFS Investment Grade Municipal Trust CXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,154
| Closed | -$112K | – | 576 |
|
|
2022
Q1 | $112K | Hold |
13,154
| – | – | 0.01% | 532 |
|
|
2021
Q4 | $136K | Hold |
13,154
| – | – | 0.01% | 561 |
|
|
2021
Q3 | $132K | Hold |
13,154
| – | – | 0.01% | 533 |
|
|
2021
Q2 | $135K | Hold |
13,154
| – | – | 0.01% | 537 |
|
|
2021
Q1 | $129K | Hold |
13,154
| – | – | 0.01% | 592 |
|
|
2020
Q4 | $129K | Hold |
13,154
| – | – | 0.01% | 415 |
|
|
2020
Q3 | $124K | Hold |
13,154
| – | – | 0.01% | 348 |
|
|
2020
Q2 | $124K | Hold |
13,154
| – | – | 0.02% | 308 |
|
|
2020
Q1 | $121K | Hold |
13,154
| – | – | 0.02% | 340 |
|
|
2019
Q4 | $128K | Hold |
13,154
| – | – | 0.02% | 356 |
|
|
2019
Q3 | $131K | Hold |
13,154
| – | – | 0.02% | 334 |
|
|
2019
Q2 | $126K | Hold |
13,154
| – | – | 0.02% | 339 |
|
|
2019
Q1 | $124K | Hold |
13,154
| – | – | 0.02% | 303 |
|
|
2018
Q4 | $115K | Sell |
13,154
-1,958
| -13% | -$17.1K | 0.02% | 285 |
|
|
2018
Q3 | $136K | Hold |
15,112
| – | – | 0.03% | 278 |
|
|
2018
Q2 | $139K | Hold |
15,112
| – | – | 0.03% | 272 |
|
|
2018
Q1 | $142K | Hold |
15,112
| – | – | 0.03% | 230 |
|
|
2017
Q4 | $147K | Hold |
15,112
| – | – | 0.04% | 211 |
|
|
2017
Q3 | $151K | Buy |
+15,112
| New | +$151K | 0.04% | 168 |
|