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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-40,105
| Closed | -$243K | – | 3246 |
|
|
2026
Q1 | $243K | Sell |
40,105
-5,120
| -11% | -$31.7K | 0.01% | 741 |
|
|
2025
Q4 | $284K | Buy |
45,225
+3,100
| +7% | +$19.6K | 0.01% | 668 |
|
|
2025
Q3 | $270K | Hold |
42,125
| – | – | 0.01% | 705 |
|
|
2025
Q2 | $268K | Hold |
42,125
| – | – | 0.01% | 659 |
|
|
2025
Q1 | $264K | Sell |
42,125
-3,350
| -7% | -$21.2K | 0.01% | 616 |
|
|
2024
Q4 | $290K | Sell |
45,475
-1,600
| -3% | -$10.1K | 0.01% | 604 |
|
|
2024
Q3 | $309K | Buy |
+47,075
| New | +$300K | 0.01% | 571 |
|
|
2024
Q2 | – | Sell |
-47,510
| Closed | -$301K | – | 2208 |
|
|
2024
Q1 | $301K | Sell |
47,510
-3,675
| -7% | -$23.4K | 0.02% | 528 |
|
|
2023
Q4 | $331K | Hold |
51,185
| – | – | 0.02% | 427 |
|
|
2023
Q3 | $299K | Sell |
51,185
-55,725
| -52% | -$341K | 0.02% | 422 |
|
|
2023
Q2 | $675K | Buy |
+106,910
| New | +$663K | 0.05% | 289 |
|
|
2022
Q4 | $712K | Hold |
115,710
| – | – | 0.05% | 292 |
|
|
2022
Q3 | $688K | Sell |
115,710
-325
| -0.3% | -$2.11K | 0.06% | 271 |
|
|
2022
Q2 | $731K | Sell |
116,035
-2,100
| -2% | -$14K | 0.06% | 263 |
|
|
2022
Q1 | $867K | Sell |
118,135
-1,125
| -0.9% | -$8.62K | 0.06% | 251 |
|
|
2021
Q4 | $1.02M | Buy |
+119,260
| New | +$1.02M | 0.07% | 226 |
|
CoreCap Advisors's MCR Position: Q2 2026 in Review
CoreCap Advisors sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 40,105 shares — an estimated $243K sold.
CoreCap Advisors first reported a position in MCR in Q4 2021 and held it in 16 quarters. The position peaked at $1.02M in Q4 2021. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.
- CoreCap Advisors reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
- CoreCap Advisors sold 40,105 MFS Charter Income Trust shares in Q2 2026, an estimated $243K.
- CoreCap Advisors first reported a position in MFS Charter Income Trust in Q4 2021 and held it in 16 quarters.
- CoreCap Advisors's MFS Charter Income Trust position peaked at $1.02M in Q4 2021.
- 0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.
Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.