WealthTrust Asset Management’s MFS High Yield Municipal Trust CMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,448
| Closed | -$46.9K | – | 81 |
|
|
2025
Q1 | $46.9K | Buy |
13,448
+164
| +1% | +$572 | 0.03% | 85 |
|
|
2024
Q4 | $46.8K | Buy |
13,284
+160
| +1% | +$563 | 0.03% | 91 |
|
|
2024
Q3 | $48.1K | Buy |
13,124
+159
| +1% | +$583 | 0.04% | 86 |
|
|
2024
Q2 | $44.5K | Buy |
12,965
+156
| +1% | +$535 | 0.03% | 87 |
|
|
2024
Q1 | $42.7K | Buy |
12,809
+186
| +1% | +$619 | 0.03% | 85 |
|
|
2023
Q4 | $41.8K | Buy |
12,623
+134
| +1% | +$444 | 0.04% | 83 |
|
|
2023
Q3 | $39.1K | Buy |
12,489
+123
| +1% | +$385 | 0.04% | 74 |
|
|
2023
Q2 | $39.8K | Buy |
12,366
+131
| +1% | +$422 | 0.04% | 70 |
|
|
2023
Q1 | $39.3K | Buy |
12,235
+136
| +1% | +$437 | 0.04% | 72 |
|
|
2022
Q4 | $37.9K | Buy |
12,099
+159
| +1% | +$498 | 0.04% | 66 |
|
|
2022
Q3 | $36K | Buy |
11,940
+54
| +0.5% | +$163 | 0.04% | 64 |
|
|
2022
Q2 | $40K | Buy |
+11,886
| New | +$40K | 0.04% | 70 |
|