Cambridge Investment Research 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $764K | Buy |
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|
2025
Q2 | $636K | Sell |
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|
2025
Q1 | $681K | Buy |
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|
2024
Q4 | $585K | Buy |
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|
2024
Q3 | $435K | Buy |
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|
2024
Q2 | $411K | Buy |
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|
2024
Q1 | $415K | Sell |
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|
2023
Q4 | $524K | Buy |
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|
2023
Q3 | $444K | Buy |
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|
2023
Q2 | $269K | Sell |
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|
2023
Q1 | $279K | Buy |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | $247K | Sell |
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|
2022
Q2 | $431K | Buy |
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|
2022
Q1 | $159K | Buy |
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|
2021
Q4 | $162K | Buy |
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|
2021
Q3 | $95K | Buy |
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|
2021
Q2 | $97K | Hold |
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|
2021
Q1 | $94K | Sell |
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|
2020
Q4 | $109K | Buy |
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|
2020
Q3 | $99K | Sell |
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|
2020
Q2 | $144K | Sell |
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|
2020
Q1 | $145K | Sell |
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|
2019
Q4 | $253K | Sell |
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|
2019
Q3 | $265K | Sell |
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|
2019
Q2 | $435K | Sell |
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|
2019
Q1 | $506K | Sell |
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|
2018
Q4 | $520K | Buy |
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|
2018
Q3 | $450K | Sell |
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|
2018
Q2 | $547K | Buy |
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|
2018
Q1 | $523K | Sell |
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|
2017
Q4 | $607K | Sell |
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|
2017
Q3 | $634K | Buy |
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|
2017
Q2 | $590K | Buy |
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|
2017
Q1 | $586K | Buy |
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|
2016
Q4 | $578K | Buy |
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|
2016
Q3 | $394K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $141K | Sell |
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|
2014
Q4 | $169K | Sell |
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|
2014
Q3 | $176K | Sell |
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|
2014
Q2 | $237K | Buy |
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|
2014
Q1 | $150K | Buy |
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|
2013
Q4 | $91K | Sell |
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|
2013
Q3 | $94K | Buy |
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|
2013
Q2 | $96K | Buy |
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