Bard Financial Services’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 | $137K | Hold |
21,500
| – | – | 0.02% | 192 |
|
|
2025
Q1 | $135K | Hold |
21,500
| – | – | 0.02% | 195 |
|
|
2024
Q4 | $137K | Hold |
21,500
| – | – | 0.02% | 193 |
|
|
2024
Q3 | $141K | Hold |
21,500
| – | – | 0.02% | 197 |
|
|
2024
Q2 | $135K | Hold |
21,500
| – | – | 0.01% | 205 |
|
|
2024
Q1 | $136K | Hold |
21,500
| – | – | 0.01% | 212 |
|
|
2023
Q4 | $139K | Hold |
21,500
| – | – | 0.02% | 215 |
|
|
2023
Q3 | $126K | Hold |
21,500
| – | – | 0.02% | 214 |
|
|
2023
Q2 | $136K | Hold |
21,500
| – | – | 0.01% | 304 |
|
|
2023
Q1 | $135K | Hold |
21,500
| – | – | 0.01% | 309 |
|
|
2022
Q4 | $132K | Hold |
21,500
| – | – | 0.01% | 286 |
|
|
2022
Q3 | $128K | Hold |
21,500
| – | – | 0.01% | 279 |
|
|
2022
Q2 | $135K | Hold |
21,500
| – | – | 0.01% | 279 |
|
|
2022
Q1 | $158K | Sell |
21,500
-16,500
| -43% | -$121K | 0.01% | 285 |
|
|
2021
Q4 | $324K | Hold |
38,000
| – | – | 0.03% | 224 |
|
|
2021
Q3 | $327K | Hold |
38,000
| – | – | 0.03% | 215 |
|
|
2021
Q2 | $332K | Hold |
38,000
| – | – | 0.03% | 216 |
|
|
2021
Q1 | $325K | Hold |
38,000
| – | – | 0.03% | 209 |
|
|
2020
Q4 | $333K | Buy |
+38,000
| New | +$333K | 0.03% | 199 |
|