B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70K | Buy |
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|
2024
Q4 | $70.3K | Sell |
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|
2024
Q3 | $78.1K | Sell |
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|
2024
Q2 | $83.6K | Buy |
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|
2024
Q1 | $77.7K | Sell |
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|
2023
Q4 | $85.9K | Buy |
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|
2023
Q3 | $77.7K | Buy |
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|
2023
Q2 | $83.7K | Buy |
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|
2023
Q1 | $83.3K | Buy |
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|
2022
Q4 | $81.4K | Buy |
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|
2022
Q3 | $79K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $82K | Sell |
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|
2021
Q4 | $113K | Buy |
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|
2021
Q3 | $114K | Buy |
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|
2021
Q2 | $115K | Sell |
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|
2021
Q1 | $123K | Buy |
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|
2020
Q4 | $123K | Buy |
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