Altus Wealth Group’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 | – | Sell |
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|
2024
Q2 | $154K | Sell |
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|
2024
Q1 | $174K | Sell |
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|
2023
Q4 | $195K | Sell |
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|
2023
Q3 | $178K | Sell |
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|
2023
Q2 | $196K | Hold |
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|
2023
Q1 | $195K | Hold |
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|
2022
Q4 | $191K | Sell |
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|
2022
Q3 | $280K | Hold |
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|
2022
Q2 | $280K | Hold |
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|
2022
Q1 | $239K | Hold |
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|
2021
Q4 | $277K | Hold |
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|
2021
Q3 | $280K | Hold |
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|
2021
Q2 | $284K | Hold |
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|
2021
Q1 | $289K | Sell |
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|
2020
Q4 | $290K | Buy |
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