Advisory Services Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1,148
| Closed | -$6.96K | – | 3634 |
|
|
2026
Q1 | $6.96K | Buy |
+1,148
| New | +$7.11K | ﹤0.01% | 3730 |
|
|
2025
Q4 | – | Sell |
-1,148
| Closed | -$7.37K | – | 3278 |
|
|
2025
Q3 | $7.37K | Buy |
+1,148
| New | +$7.32K | ﹤0.01% | 3400 |
|
|
2024
Q4 | – | Sell |
-11,921
| Closed | -$74.7K | – | 1671 |
|
|
2024
Q3 | $74.7K | Hold |
11,921
| – | – | ﹤0.01% | 1484 |
|
|
2024
Q2 | $74.7K | Hold |
11,921
| – | – | ﹤0.01% | 1484 |
|
|
2024
Q1 | $75.6K | Sell |
11,921
-1,072
| -8% | -$6.82K | ﹤0.01% | 1419 |
|
|
2023
Q4 | $83.9K | Hold |
12,993
| – | – | ﹤0.01% | 1741 |
|
|
2023
Q3 | $76K | Hold |
12,993
| – | – | ﹤0.01% | 1421 |
|
|
2023
Q2 | $82K | Hold |
12,993
| – | – | ﹤0.01% | 1387 |
|
|
2023
Q1 | $81.7K | Hold |
12,993
| – | – | ﹤0.01% | 1758 |
|
|
2022
Q4 | $79.9K | Hold |
12,993
| – | – | ﹤0.01% | 1735 |
|
|
2022
Q3 | $77K | Buy |
12,993
+2,220
| +21% | +$14.4K | ﹤0.01% | 1295 |
|
|
2022
Q2 | $68K | Hold |
10,773
| – | – | ﹤0.01% | 1332 |
|
|
2022
Q1 | $79K | Buy |
+10,773
| New | +$82.5K | ﹤0.01% | 1409 |
|
|
2021
Q3 | – | Sell |
-6,303
| Closed | -$55K | – | 2481 |
|
|
2021
Q2 | $55K | Buy |
+6,303
| New | +$55.1K | ﹤0.01% | 1948 |
|
Advisory Services Network's MCR Position: Q2 2026 in Review
Advisory Services Network sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 1,148 shares — an estimated $6.96K sold.
Advisory Services Network first reported a position in MCR in Q2 2021 and held it in 14 quarters. The position peaked at $83.9K in Q4 2023. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.
- Advisory Services Network reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
- Advisory Services Network sold 1,148 MFS Charter Income Trust shares in Q2 2026, an estimated $6.96K.
- Advisory Services Network first reported a position in MFS Charter Income Trust in Q2 2021 and held it in 14 quarters.
- Advisory Services Network's MFS Charter Income Trust position peaked at $83.9K in Q4 2023.
- 0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.
Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.