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	21,500	–	–	0.02%	197
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%	-$126K	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	+$319K	0.03%	199