MCR
CAPTRUST Financial Advisors’s MFS Charter Income Trust MCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23,629
| Closed | -$155K | – | 2357 |
|
|
2024
Q3 | $155K | Hold |
23,629
| – | – | ﹤0.01% | 2171 |
|
|
2024
Q2 | $148K | Sell |
23,629
-1,212
| -5% | -$7.6K | ﹤0.01% | 2083 |
|
|
2024
Q1 | $157K | Buy |
+24,841
| New | +$157K | ﹤0.01% | 2023 |
|
|
2016
Q2 | – | Sell |
-452
| Closed | -$4K | – | 150 |
|
|
2016
Q1 | $4K | Buy |
+452
| New | +$4K | ﹤0.01% | 205 |
|