Carson Wealth (CWM LLC)’s MFS Charter Income Trust MCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Hold |
974
| – | – | ﹤0.01% | 4538 |
|
|
2025
Q1 | $6K | Hold |
974
| – | – | ﹤0.01% | 4371 |
|
|
2024
Q4 | $6K | Hold |
974
| – | – | ﹤0.01% | 4126 |
|
|
2024
Q3 | $6K | Buy |
+974
| New | +$6K | ﹤0.01% | 4009 |
|
|
2019
Q1 | – | Sell |
-6,120
| Closed | -$45K | – | 3110 |
|
|
2018
Q4 | $45K | Buy |
+6,120
| New | +$45K | ﹤0.01% | 899 |
|