CIA
MCR
Concurrent Investment Advisors’s MFS Charter Income Trust MCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
33,086
-9,548
| -22% | -$60.7K | ﹤0.01% | 1235 |
|
|
2025
Q1 | $267K | Buy |
42,634
+963
| +2% | +$6.04K | 0.01% | 976 |
|
|
2024
Q4 | $266K | Buy |
41,671
+1,000
| +2% | +$6.38K | 0.01% | 864 |
|
|
2024
Q3 | $267K | Buy |
40,671
+2,324
| +6% | +$15.3K | 0.01% | 817 |
|
|
2024
Q2 | $240K | Buy |
38,347
+19,861
| +107% | +$125K | 0.01% | 798 |
|
|
2024
Q1 | $117K | Hold |
18,486
| – | – | ﹤0.01% | 840 |
|
|
2023
Q4 | $119K | Buy |
+18,486
| New | +$119K | 0.01% | 804 |
|