APWA
MCR
Atlas Private Wealth Advisors’s MFS Charter Income Trust MCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,000
| Closed | -$75.2K | – | 157 |
|
|
2024
Q2 | $75.2K | Buy |
+12,000
| New | +$75.2K | 0.01% | 153 |
|
|
2024
Q1 | – | Sell |
-12,000
| Closed | -$77.5K | – | 146 |
|
|
2023
Q4 | $77.5K | Hold |
12,000
| – | – | 0.01% | 158 |
|
|
2023
Q3 | $70.2K | Hold |
12,000
| – | – | 0.01% | 177 |
|
|
2023
Q2 | $75.7K | Buy |
+12,000
| New | +$75.7K | 0.02% | 178 |
|
|
2021
Q4 | – | Sell |
-6,000
| Closed | -$52K | – | 488 |
|
|
2021
Q3 | $52K | Hold |
6,000
| – | – | 0.03% | 231 |
|
|
2021
Q2 | $52K | Hold |
6,000
| – | – | 0.03% | 226 |
|
|
2021
Q1 | $51K | Hold |
6,000
| – | – | 0.03% | 227 |
|
|
2020
Q4 | $53K | Hold |
6,000
| – | – | 0.04% | 214 |
|
|
2020
Q3 | $48K | Hold |
6,000
| – | – | 0.04% | 203 |
|
|
2020
Q2 | $48K | Buy |
+6,000
| New | +$48K | 0.04% | 211 |
|