Concurrent Investment Advisors’s MFS Charter Income Trust MCR Stock Holding History

Concurrent Investment Advisors’s Portfolio MCR Stock Details MCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-21,366	Closed	-$129K	–	2166
2026 Q1	$129K	Hold	21,366	–	–	﹤0.01%	1805
2025 Q4	$134K	Buy	21,366 +946	+5%	+$5.99K	﹤0.01%	1678
2025 Q3	$131K	Sell	20,420 -12,666	-38%	-$80.8K	﹤0.01%	1400
2025 Q2	$210K	Sell	33,086 -9,548	-22%	-$59.3K	﹤0.01%	1243
2025 Q1	$267K	Buy	42,634 +963	+2%	+$6.1K	0.01%	982
2024 Q4	$266K	Buy	41,671 +1,000	+2%	+$6.34K	0.01%	876
2024 Q3	$267K	Buy	40,671 +2,324	+6%	+$14.8K	0.01%	824
2024 Q2	$240K	Buy	38,347 +19,861	+107%	+$124K	0.01%	807
2024 Q1	$117K	Hold	18,486	–	–	﹤0.01%	849
2023 Q4	$119K	Buy	+18,486	New	+$111K	0.01%	812

Concurrent Investment Advisors's MCR Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 21,366 shares — an estimated $129K sold.

Concurrent Investment Advisors first reported a position in MCR in Q4 2023 and held it in 10 quarters. The position peaked at $267K in Q1 2025. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.

Concurrent Investment Advisors reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 21,366 MFS Charter Income Trust shares in Q2 2026, an estimated $129K.
Concurrent Investment Advisors first reported a position in MFS Charter Income Trust in Q4 2023 and held it in 10 quarters.
Concurrent Investment Advisors's MFS Charter Income Trust position peaked at $267K in Q1 2025.
0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.