B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70K | Buy |
+11,013
| New | +$70K | ﹤0.01% | 938 |
|
|
2024
Q4 | $70.3K | Sell |
11,013
-905
| -8% | -$5.77K | ﹤0.01% | 1115 |
|
|
2024
Q3 | $78.1K | Sell |
11,918
-1,421
| -11% | -$9.32K | ﹤0.01% | 1222 |
|
|
2024
Q2 | $83.6K | Buy |
13,339
+56
| +0.4% | +$351 | ﹤0.01% | 1320 |
|
|
2024
Q1 | $77.7K | Sell |
13,283
-18
| -0.1% | -$105 | ﹤0.01% | 1378 |
|
|
2023
Q4 | $85.9K | Buy |
13,301
+18
| +0.1% | +$116 | ﹤0.01% | 1330 |
|
|
2023
Q3 | $77.7K | Buy |
13,283
+18
| +0.1% | +$105 | ﹤0.01% | 1378 |
|
|
2023
Q2 | $83.7K | Buy |
13,265
+18
| +0.1% | +$114 | ﹤0.01% | 1450 |
|
|
2023
Q1 | $83.3K | Buy |
13,247
+17
| +0.1% | +$107 | ﹤0.01% | 1402 |
|
|
2022
Q4 | $81.4K | Buy |
13,230
+15
| +0.1% | +$92 | ﹤0.01% | 1377 |
|
|
2022
Q3 | $79K | Buy |
+13,215
| New | +$79K | ﹤0.01% | 1352 |
|
|
2022
Q2 | – | Sell |
-11,135
| Closed | -$82K | – | 1325 |
|
|
2022
Q1 | $82K | Sell |
11,135
-2,091
| -16% | -$15.4K | ﹤0.01% | 1310 |
|
|
2021
Q4 | $113K | Buy |
13,226
+57
| +0.4% | +$487 | ﹤0.01% | 1331 |
|
|
2021
Q3 | $114K | Buy |
13,169
+57
| +0.4% | +$493 | ﹤0.01% | 1321 |
|
|
2021
Q2 | $115K | Sell |
13,112
-1,224
| -9% | -$10.7K | ﹤0.01% | 1296 |
|
|
2021
Q1 | $123K | Buy |
14,336
+405
| +3% | +$3.48K | ﹤0.01% | 1269 |
|
|
2020
Q4 | $123K | Buy |
+13,931
| New | +$123K | 0.01% | 970 |
|