Allworth Financial’s MFS Charter Income Trust MCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2K | Buy |
3,486
+486
| +16% | +$3.09K | ﹤0.01% | 2446 |
|
|
2025
Q1 | $18.3K | Hold |
3,000
| – | – | ﹤0.01% | 2132 |
|
|
2024
Q4 | $18.9K | Hold |
3,000
| – | – | ﹤0.01% | 2143 |
|
|
2024
Q3 | $19.7K | Hold |
3,000
| – | – | ﹤0.01% | 1922 |
|
|
2024
Q2 | $18.8K | Hold |
3,000
| – | – | ﹤0.01% | 1914 |
|
|
2024
Q1 | $19K | Hold |
3,000
| – | – | ﹤0.01% | 1801 |
|
|
2023
Q4 | $19.4K | Hold |
3,000
| – | – | ﹤0.01% | 1668 |
|
|
2023
Q3 | $17.6K | Hold |
3,000
| – | – | ﹤0.01% | 1610 |
|
|
2023
Q2 | $18.9K | Hold |
3,000
| – | – | ﹤0.01% | 1572 |
|
|
2023
Q1 | $18.9K | Hold |
3,000
| – | – | ﹤0.01% | 1483 |
|
|
2022
Q4 | $18.5K | Hold |
3,000
| – | – | ﹤0.01% | 1400 |
|
|
2022
Q3 | $18K | Hold |
3,000
| – | – | ﹤0.01% | 1341 |
|
|
2022
Q2 | $19K | Hold |
3,000
| – | – | ﹤0.01% | 1262 |
|
|
2022
Q1 | $22K | Hold |
3,000
| – | – | ﹤0.01% | 1218 |
|
|
2021
Q4 | $26K | Hold |
3,000
| – | – | ﹤0.01% | 1020 |
|
|
2021
Q3 | $26K | Hold |
3,000
| – | – | ﹤0.01% | 947 |
|
|
2021
Q2 | $26K | Hold |
3,000
| – | – | ﹤0.01% | 782 |
|
|
2021
Q1 | $26K | Buy |
+3,000
| New | +$26K | ﹤0.01% | 722 |
|
|
2020
Q2 | – | Sell |
-3,000
| Closed | -$22K | – | 1295 |
|
|
2020
Q1 | $22K | Buy |
+3,000
| New | +$22K | ﹤0.01% | 539 |
|