Doliver 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $387K | Buy |
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|
2018
Q1 | $216K | Buy |
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|
2017
Q4 | $196K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $411K | Buy |
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|
2017
Q1 | $394K | Buy |
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|
2016
Q4 | $247K | Buy |
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|
2016
Q3 | $250K | Buy |
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|
2016
Q2 | $140K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $661K | Buy |
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|
2015
Q3 | $533K | Sell |
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|
2015
Q2 | $969K | Sell |
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|
2015
Q1 | $2.01M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $855K | Buy |
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|
2014
Q2 | $827K | Sell |
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|
2014
Q1 | $1.18M | Buy |
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|
2013
Q4 | $427K | Sell |
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|
2013
Q3 | $744K | Buy |
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|
2013
Q2 | $348K | Buy |
|