A detailed history of Melfa Wealth Management, LLC transactions in Mfs High Income Municipal Trust stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 132,893 shares of CXE stock, worth $504,993. This represents 0.35% of its overall portfolio holdings.

Number of Shares
132,893
Previous 132,893 -0.0%
Holding current value
$504,993
Previous $493 Million 7.95%
% of portfolio
0.35%
Previous 0.34%

Shares

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

Apr 23, 2024

BUY
$3.5 - $3.64 $969 - $1,008
277 Added 0.21%
132,893 $482 Million
Q4 2023

Jan 22, 2024

BUY
$3.0 - $3.57 $789 - $938
263 Added 0.2%
132,616 $471 Million
Q3 2023

Oct 30, 2023

SELL
$3.12 - $3.64 $10,745 - $12,536
-3,444 Reduced 2.54%
132,353 $413 Million
Q2 2023

Jul 18, 2023

BUY
$3.36 - $3.6 $850 - $910
253 Added 0.19%
135,797 $473 Million
Q1 2023

Apr 20, 2023

BUY
$3.42 - $3.79 $906 - $1,004
265 Added 0.2%
135,544 $495 Million
Q4 2022

Jan 31, 2023

BUY
$3.22 - $3.7 $435,598 - $500,532
135,279 New
135,279 $472 Million

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
Track This Portfolio

Track Melfa Wealth Management, LLC Portfolio

Follow Melfa Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Melfa Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Melfa Wealth Management, LLC with notifications on news.