Dynamic Advisor Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $90.4K | Sell |
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|
2023
Q2 | $107K | Sell |
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|
2023
Q1 | $131K | Sell |
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|
2022
Q4 | $169K | Buy |
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|
2022
Q3 | $162K | Buy |
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|
2022
Q2 | $166K | Sell |
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|
2022
Q1 | $212K | Sell |
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|
2021
Q4 | $251K | Sell |
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|
2021
Q3 | $267K | Buy |
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|
2021
Q2 | $254K | Sell |
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|
2021
Q1 | $374K | Sell |
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|
2020
Q4 | $715K | Buy |
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|
2020
Q3 | $549K | Buy |
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|
2020
Q2 | $511K | Buy |
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|
2020
Q1 | $312K | Sell |
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|
2019
Q4 | $374K | Buy |
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|
2019
Q3 | $330K | Buy |
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|
2019
Q2 | $252K | Buy |
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|
2019
Q1 | $232K | Buy |
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|
2018
Q4 | $210K | Sell |
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|
2018
Q3 | $218K | Buy |
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|
2018
Q2 | $222K | Buy |
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|
2018
Q1 | $226K | Buy |
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