CoreCap 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 | $270K | Hold |
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|
2025
Q2 | $268K | Hold |
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|
2025
Q1 | $264K | Sell |
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|
2024
Q4 | $290K | Sell |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $301K | Sell |
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|
2023
Q4 | $331K | Hold |
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|
2023
Q3 | $299K | Sell |
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|
2023
Q2 | $675K | Buy |
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|
2022
Q4 | $712K | Hold |
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|
2022
Q3 | $688K | Sell |
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|
2022
Q2 | $731K | Sell |
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|
2022
Q1 | $867K | Sell |
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|
2021
Q4 | $1.02M | Buy |
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