Arkadios Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,450
| Closed | -$71.8K | – | 946 |
|
|
2024
Q2 | $71.8K | Sell |
11,450
-3,095
| -21% | -$19.4K | ﹤0.01% | 802 |
|
|
2024
Q1 | $92.2K | Hold |
14,545
| – | – | 0.01% | 675 |
|
|
2023
Q4 | $94K | Hold |
14,545
| – | – | 0.01% | 672 |
|
|
2023
Q3 | $85.1K | Hold |
14,545
| – | – | 0.01% | 646 |
|
|
2023
Q2 | $91.8K | Hold |
14,545
| – | – | 0.01% | 590 |
|
|
2023
Q1 | $91.5K | Sell |
14,545
-1,300
| -8% | -$8.18K | 0.01% | 591 |
|
|
2022
Q4 | $97.4K | Buy |
15,845
+1,550
| +11% | +$9.53K | 0.01% | 548 |
|
|
2022
Q3 | $85K | Hold |
14,295
| – | – | 0.01% | 508 |
|
|
2022
Q2 | $90K | Buy |
+14,295
| New | +$90K | 0.01% | 527 |
|