Bartlett & Co Wealth Management’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 |
-2,225
| Closed | -$13.4K | – | 1351 |
|
|
2026
Q1 | $13.4K | Hold |
2,225
| – | – | ﹤0.01% | 877 |
|
|
2025
Q4 | $14K | Hold |
2,225
| – | – | ﹤0.01% | 887 |
|
|
2025
Q3 | $14.3K | Hold |
2,225
| – | – | ﹤0.01% | 869 |
|
|
2025
Q2 | $14.2K | Hold |
2,225
| – | – | ﹤0.01% | 870 |
|
|
2025
Q1 | $14K | Hold |
2,225
| – | – | ﹤0.01% | 871 |
|
|
2024
Q4 | $14.2K | Hold |
2,225
| – | – | ﹤0.01% | 863 |
|
|
2024
Q3 | $14.6K | Hold |
2,225
| – | – | ﹤0.01% | 866 |
|
|
2024
Q2 | $14K | Hold |
2,225
| – | – | ﹤0.01% | 873 |
|
|
2024
Q1 | $14.1K | Hold |
2,225
| – | – | ﹤0.01% | 873 |
|
|
2023
Q4 | $14.5K | Hold |
2,225
| – | – | ﹤0.01% | 940 |
|
|
2023
Q3 | $13K | Hold |
2,225
| – | – | ﹤0.01% | 897 |
|
|
2023
Q2 | $14K | Hold |
2,225
| – | – | ﹤0.01% | 878 |
|
|
2023
Q1 | $14K | Hold |
2,225
| – | – | ﹤0.01% | 775 |
|
|
2022
Q4 | $13.7K | Hold |
2,225
| – | – | ﹤0.01% | 784 |
|
|
2022
Q3 | $13.2K | Hold |
2,225
| – | – | ﹤0.01% | 777 |
|
|
2022
Q2 | $14K | Hold |
2,225
| – | – | ﹤0.01% | 802 |
|
|
2022
Q1 | $16.3K | Buy |
+2,225
| New | +$17K | ﹤0.01% | 755 |
|
|
2021
Q4 | – | Sell |
-2,225
| Closed | -$19.1K | – | 681 |
|
|
2021
Q3 | $19.1K | Hold |
2,225
| – | – | ﹤0.01% | 638 |
|
|
2021
Q2 | $19.4K | Sell |
2,225
-575
| -21% | -$5.02K | ﹤0.01% | 625 |
|
|
2021
Q1 | $23.9K | Hold |
2,800
| – | – | ﹤0.01% | 643 |
|
|
2020
Q4 | $24.6K | Hold |
2,800
| – | – | ﹤0.01% | 641 |
|
|
2020
Q3 | $22.4K | Hold |
2,800
| – | – | ﹤0.01% | 607 |
|
|
2020
Q2 | $22.3K | Hold |
2,800
| – | – | ﹤0.01% | 601 |
|
|
2020
Q1 | $20.7K | Buy |
2,800
+2,225
| +387% | +$17.9K | ﹤0.01% | 580 |
|
|
2019
Q4 | $4.84K | Hold |
575
| – | – | ﹤0.01% | 769 |
|
|
2019
Q3 | $4.78K | Hold |
575
| – | – | ﹤0.01% | 781 |
|
|
2019
Q2 | $4.69K | Hold |
575
| – | – | ﹤0.01% | 631 |
|
|
2019
Q1 | $4.54K | Hold |
575
| – | – | ﹤0.01% | 616 |
|
|
2018
Q4 | $4.21K | Hold |
575
| – | – | ﹤0.01% | 633 |
|
|
2018
Q3 | $4.46K | Hold |
575
| – | – | ﹤0.01% | 645 |
|
|
2018
Q2 | $4.56K | Hold |
575
| – | – | ﹤0.01% | 646 |
|
|
2018
Q1 | $4.67K | Buy |
+575
| New | +$4.74K | ﹤0.01% | 660 |
|
Bartlett & Co Wealth Management's MCR Position: Q2 2026 in Review
Bartlett & Co Wealth Management sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 2,225 shares — an estimated $13.4K sold.
Bartlett & Co Wealth Management first reported a position in MCR in Q1 2018 and held it in 32 quarters. The position peaked at $24.6K in Q4 2020. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.
- Bartlett & Co Wealth Management reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
- Bartlett & Co Wealth Management sold 2,225 MFS Charter Income Trust shares in Q2 2026, an estimated $13.4K.
- Bartlett & Co Wealth Management first reported a position in MFS Charter Income Trust in Q1 2018 and held it in 32 quarters.
- Bartlett & Co Wealth Management's MFS Charter Income Trust position peaked at $24.6K in Q4 2020.
- 0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.