A detailed history of Melfa Wealth Management, LLC transactions in Mfs Investment Grade Municipal Trust stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 78,360 shares of CXH stock, worth $617,476. This represents 0.43% of its overall portfolio holdings.

Number of Shares
78,360
Previous 78,360 -0.0%
Holding current value
$617,476
Previous $619 Million 4.05%
% of portfolio
0.43%
Previous 0.43%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$7.31 - $7.93 $85,015 - $92,225
11,630 Added 17.43%
78,360 $619 Million
Q1 2024

Apr 23, 2024

SELL
$7.46 - $7.67 $20,112 - $20,678
-2,696 Reduced 3.88%
66,730 $508 Million
Q4 2023

Jan 22, 2024

BUY
$6.47 - $7.57 $9,873 - $11,551
1,526 Added 2.25%
69,426 $505 Million
Q3 2023

Oct 30, 2023

BUY
$7.07 - $7.67 $41,140 - $44,631
5,819 Added 9.37%
67,900 $480 Million
Q2 2023

Jul 18, 2023

SELL
$7.09 - $7.5 $41,065 - $43,440
-5,792 Reduced 8.53%
62,081 $457 Million
Q1 2023

Apr 20, 2023

SELL
$7.1 - $7.73 $88,941 - $96,833
-12,527 Reduced 15.58%
67,873 $502 Million
Q4 2022

Jan 31, 2023

BUY
$6.55 - $7.41 $526,620 - $595,764
80,400 New
80,400 $572 Million

Others Institutions Holding CXH

About MFS INVESTMENT GRADE MUNICIPAL TRUST


  • Ticker CXH
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • MFS Investment Grade Municipal is a close ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in fixed income markets of the United States. It primarily invests in tax-exempt bonds and tax-exempt notes. The fund benchmarks the performance of its portfolio against Barclays Municipal Bo...
More about CXH
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.