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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-12,608
| Closed | -$74.3K | – | 981 |
|
|
2026
Q1 | $74.3K | Hold |
12,608
| – | – | ﹤0.01% | 801 |
|
|
2025
Q4 | $79.1K | Buy |
12,608
+1,595
| +14% | +$10.1K | ﹤0.01% | 948 |
|
|
2025
Q3 | $70.7K | Hold |
11,013
| – | – | ﹤0.01% | 986 |
|
|
2025
Q2 | $70K | Buy |
+11,013
| New | +$68.4K | ﹤0.01% | 980 |
|
|
2024
Q4 | $70.3K | Sell |
11,013
-905
| -8% | -$5.74K | ﹤0.01% | 1115 |
|
|
2024
Q3 | $78.1K | Sell |
11,918
-1,421
| -11% | -$9.07K | ﹤0.01% | 1222 |
|
|
2024
Q2 | $83.6K | Buy |
13,339
+56
| +0.4% | +$349 | ﹤0.01% | 1320 |
|
|
2024
Q1 | $77.7K | Sell |
13,283
-18
| -0.1% | -$115 | ﹤0.01% | 1378 |
|
|
2023
Q4 | $85.9K | Buy |
13,301
+18
| +0.1% | +$109 | ﹤0.01% | 1330 |
|
|
2023
Q3 | $77.7K | Buy |
13,283
+18
| +0.1% | +$110 | ﹤0.01% | 1378 |
|
|
2023
Q2 | $83.7K | Buy |
13,265
+18
| +0.1% | +$112 | ﹤0.01% | 1450 |
|
|
2023
Q1 | $83.3K | Buy |
13,247
+17
| +0.1% | +$110 | ﹤0.01% | 1402 |
|
|
2022
Q4 | $81.4K | Buy |
13,230
+15
| +0.1% | +$96 | ﹤0.01% | 1377 |
|
|
2022
Q3 | $79K | Buy |
+13,215
| New | +$85.9K | ﹤0.01% | 1352 |
|
|
2022
Q2 | – | Sell |
-11,135
| Closed | -$82K | – | 1325 |
|
|
2022
Q1 | $82K | Sell |
11,135
-2,091
| -16% | -$16K | ﹤0.01% | 1310 |
|
|
2021
Q4 | $113K | Buy |
13,226
+57
| +0.4% | +$488 | ﹤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% | +$3.51K | ﹤0.01% | 1269 |
|
|
2020
Q4 | $123K | Buy |
+13,931
| New | +$117K | 0.01% | 970 |
|
B. Riley Wealth Advisors's MCR Position: Q2 2026 in Review
B. Riley Wealth Advisors sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 12,608 shares — an estimated $74.3K sold.
B. Riley Wealth Advisors first reported a position in MCR in Q4 2020 and held it in 20 quarters. The position peaked at $123K in Q1 2021. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.
- B. Riley Wealth Advisors reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
- B. Riley Wealth Advisors sold 12,608 MFS Charter Income Trust shares in Q2 2026, an estimated $74.3K.
- B. Riley Wealth Advisors first reported a position in MFS Charter Income Trust in Q4 2020 and held it in 20 quarters.
- B. Riley Wealth Advisors's MFS Charter Income Trust position peaked at $123K in Q1 2021.
- 0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.
Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.