Atria Wealth Solutions’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
2023
Q1
Sell
-15,177
Closed -$93.3K 1909
2022
Q4
$93.3K Buy
15,177
+135
+0.9% +$830 ﹤0.01% 1695
2022
Q3
$89.5K Buy
+15,042
New +$89.5K ﹤0.01% 1644
2022
Q2
Sell
-18,706
Closed -$137K 1758
2022
Q1
$137K Buy
+18,706
New +$137K ﹤0.01% 1639