Bard Financial Services’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
Q3 | $138K | Hold |
|
|||||
|
2025
Q2 | $137K | Hold |
|
|||||
|
2025
Q1 | $135K | Hold |
|
|||||
|
2024
Q4 | $137K | Hold |
|
|||||
|
2024
Q3 | $141K | Hold |
|
|||||
|
2024
Q2 | $135K | Hold |
|
|||||
|
2024
Q1 | $136K | Hold |
|
|||||
|
2023
Q4 | $139K | Hold |
|
|||||
|
2023
Q3 | $126K | Hold |
|
|||||
|
2023
Q2 | $136K | Hold |
|
|||||
|
2023
Q1 | $135K | Hold |
|
|||||
|
2022
Q4 | $132K | Hold |
|
|||||
|
2022
Q3 | $128K | Hold |
|
|||||
|
2022
Q2 | $135K | Hold |
|
|||||
|
2022
Q1 | $158K | Sell |
|
|||||
|
2021
Q4 | $324K | Hold |
|
|||||
|
2021
Q3 | $327K | Hold |
|
|||||
|
2021
Q2 | $332K | Hold |
|
|||||
|
2021
Q1 | $325K | Hold |
|
|||||
|
2020
Q4 | $333K | Buy |
|