A detailed history of Drive Wealth Management, LLC transactions in Mfs High Income Municipal Trust stock. As of the latest transaction made, Drive Wealth Management, LLC holds 23,450 shares of CXE stock, worth $86,765. This represents 0.02% of its overall portfolio holdings.

Number of Shares
23,450
Previous 42,062 44.25%
Holding current value
$86,765
Previous $149,000 42.95%
% of portfolio
0.02%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$3.5 - $3.64 $65,142 - $67,747
-18,612 Reduced 44.25%
23,450 $85,000
Q4 2023

Jan 22, 2024

BUY
$3.0 - $3.57 $2,850 - $3,391
950 Added 2.31%
42,062 $149,000
Q3 2023

Oct 10, 2023

BUY
$3.12 - $3.64 $7,800 - $9,100
2,500 Added 6.47%
41,112 $128,000
Q2 2023

Jul 14, 2023

BUY
$3.36 - $3.6 $238 - $255
71 Added 0.18%
38,612 $134,000
Q1 2023

Apr 13, 2023

BUY
$3.42 - $3.79 $45,171 - $50,058
13,208 Added 52.14%
38,541 $140,000
Q4 2022

Jan 27, 2023

BUY
$3.22 - $3.7 $48,731 - $55,995
15,134 Added 148.39%
25,333 $0
Q3 2022

Nov 14, 2022

BUY
$3.52 - $4.16 $450 - $532
128 Added 1.27%
10,199 $34,000
Q2 2022

Nov 14, 2022

BUY
$3.54 - $4.34 $35,651 - $43,708
10,071 New
10,071 $38,000

Others Institutions Holding CXE

About MFS HIGH INCOME MUNICIPAL TRUST


  • Ticker CXE
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • MFS High Income Municipal Trust is a close ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in the fixed income markets. It primarily invests in municipal bonds and local general obligations of various sectors, such as multifamily, hospitals, care retirement, and investor-owned uti...
More about CXE
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