WMG Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-23,000
| Closed | -$76.6K | – | 157 |
|
|
2024
Q1 | $76.6K | Buy |
23,000
+3,000
| +15% | +$9.99K | 0.04% | 145 |
|
|
2023
Q4 | $66.2K | Buy |
+20,000
| New | +$66.2K | 0.04% | 124 |
|
|
2023
Q3 | – | Sell |
-20,000
| Closed | -$64.4K | – | 107 |
|
|
2023
Q2 | $64.4K | Hold |
20,000
| – | – | 0.05% | 122 |
|
|
2023
Q1 | $64.2K | Hold |
20,000
| – | – | 0.05% | 116 |
|
|
2022
Q4 | $62.6K | Hold |
20,000
| – | – | 0.05% | 130 |
|
|
2022
Q3 | $60K | Hold |
20,000
| – | – | 0.05% | 134 |
|
|
2022
Q2 | $67K | Hold |
20,000
| – | – | 0.06% | 138 |
|
|
2022
Q1 | $77K | Buy |
+20,000
| New | +$77K | 0.06% | 170 |
|