WMG Financial Advisors’s MFS High Income Municipal Trust CXE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.3K Hold
10,700
0.01% 190
2025
Q1
$39.5K Sell
10,700
-5,500
-34% -$20.3K 0.02% 170
2024
Q4
$59.6K Sell
16,200
-4,900
-23% -$18K 0.03% 170
2024
Q3
$84.5K Hold
21,100
0.04% 173
2024
Q2
$78.3K Buy
+21,100
New +$78.3K 0.04% 153