Decision Investments’s MFS Charter Income Trust MCR Stock Holding History

Decision Investments’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	-36,853	Closed	-$223K	–	156
2026 Q1	$223K	Buy	36,853 +300	+0.8%	+$1.86K	0.25%	84
2025 Q4	$229K	Buy	+36,553	New	+$231K	0.25%	79

Decision Investments's MCR Position: Q2 2026 in Review

Decision Investments sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 36,853 shares — an estimated $223K sold.

Decision Investments first reported a position in MCR in Q4 2025 and held it in 2 quarters. The position peaked at $229K in Q4 2025. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.

Decision Investments reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
Decision Investments sold 36,853 MFS Charter Income Trust shares in Q2 2026, an estimated $223K.
Decision Investments first reported a position in MFS Charter Income Trust in Q4 2025 and held it in 2 quarters.
Decision Investments's MFS Charter Income Trust position peaked at $229K in Q4 2025.
0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.

Based on Decision Investments's 13F filing for Q2 2026, filed 13 Jul 2026.