Creative Financial Designs’s MFS Charter Income Trust MCR Stock Holding History

Creative Financial Designs’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	-1,046	Closed	-$6.34K	–	2313
2026 Q1	$6.34K	Hold	1,046	–	–	﹤0.01%	1522
2025 Q4	$6.56K	Hold	1,046	–	–	﹤0.01%	1447
2025 Q3	$6.71K	Hold	1,046	–	–	﹤0.01%	1463
2025 Q2	$6.65K	Hold	1,046	–	–	﹤0.01%	1451
2025 Q1	$6.56K	Hold	1,046	–	–	﹤0.01%	1409
2024 Q4	$6.67K	Hold	1,046	–	–	﹤0.01%	1357
2024 Q3	$6.87K	Hold	1,046	–	–	﹤0.01%	1298
2024 Q2	$6.56K	Hold	1,046	–	–	﹤0.01%	1265
2024 Q1	$6.63K	Hold	1,046	–	–	﹤0.01%	1246
2023 Q4	$6.76K	Hold	1,046	–	–	﹤0.01%	1196
2023 Q3	$6.12K	Hold	1,046	–	–	﹤0.01%	1144
2023 Q2	$6.6K	Buy	+1,046	New	+$6.49K	﹤0.01%	1115

Creative Financial Designs's MCR Position: Q2 2026 in Review

Creative Financial Designs sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 1,046 shares — an estimated $6.34K sold.

Creative Financial Designs first reported a position in MCR in Q2 2023 and held it in 12 quarters. The position peaked at $6.87K in Q3 2024. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.

Creative Financial Designs reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
Creative Financial Designs sold 1,046 MFS Charter Income Trust shares in Q2 2026, an estimated $6.34K.
Creative Financial Designs first reported a position in MFS Charter Income Trust in Q2 2023 and held it in 12 quarters.
Creative Financial Designs's MFS Charter Income Trust position peaked at $6.87K in Q3 2024.
0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.