Ashton Thomas Securities’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
-96,650
Closed -$586K 469
2026
Q1
$586K Buy
96,650
+8,000
+9% +$49.5K 0.07% 227
2025
Q4
$556K Buy
88,650
+20,000
+29% +$127K 0.11% 171
2025
Q3
$409K Buy
68,650
+15,000
+28% +$95.7K 0.06% 242
2025
Q2
$341K Hold
53,650
0.08% 202
2025
Q1
$336K Hold
53,650
0.09% 181
2024
Q4
$342K Buy
53,650
+8,900
+20% +$56.4K 0.09% 178
2024
Q3
$294K Buy
44,750
+3,000
+7% +$19.1K 0.06% 227
2024
Q2
$265K Buy
+41,750
New +$260K 0.06% 201

Ashton Thomas Securities's MCR Position: Q2 2026 in Review

Ashton Thomas Securities sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 96,650 shares — an estimated $586K sold.

Ashton Thomas Securities first reported a position in MCR in Q2 2024 and held it in 8 quarters. The position peaked at $586K in Q1 2026. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.

  • Ashton Thomas Securities reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
  • Ashton Thomas Securities sold 96,650 MFS Charter Income Trust shares in Q2 2026, an estimated $586K.
  • Ashton Thomas Securities first reported a position in MFS Charter Income Trust in Q2 2024 and held it in 8 quarters.
  • Ashton Thomas Securities's MFS Charter Income Trust position peaked at $586K in Q1 2026.
  • 0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.