9258 Wealth Management’s MFS Charter Income Trust MCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $236K | Sell |
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|
2024
Q2 | $230K | Buy |
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|
2024
Q1 | $232K | Buy |
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|
2023
Q4 | $235K | Sell |
|
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|
2023
Q3 | $241K | Buy |
|
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|
2023
Q2 | $259K | Sell |
|
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|
2023
Q1 | $272K | Sell |
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|
2022
Q4 | $292K | Sell |
|
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|
2022
Q3 | $371K | Sell |
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|
2022
Q2 | $403K | Sell |
|
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|
2022
Q1 | $502K | Buy |
|
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|
2021
Q4 | $580K | Sell |
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|
2021
Q3 | $600K | Sell |
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|
2021
Q2 | $628K | Sell |
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|
2021
Q1 | $664K | Sell |
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|
2020
Q4 | $699K | Sell |
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|
2020
Q3 | $682K | Sell |
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|
2020
Q2 | $793K | Sell |
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|
2020
Q1 | $766K | Sell |
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|
2019
Q4 | $983K | Sell |
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|
2019
Q3 | $977K | Sell |
|
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|
2019
Q2 | $974K | Sell |
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|
2019
Q1 | $999K | Sell |
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|
2018
Q4 | $938K | Buy |
|