Evolve Private Wealth’s MFS Charter Income Trust MCR Stock Holding History

Evolve Private Wealth’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	-13,000	Closed	-$78.8K	–	1153
2026 Q1	$78.8K	Buy	+13,000	New	+$80.5K	﹤0.01%	983

Evolve Private Wealth's MCR Position: Q2 2026 in Review

Evolve Private Wealth sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 13,000 shares — an estimated $78.8K sold.

Evolve Private Wealth first reported a position in MCR in Q1 2026 and held it in 1 quarter. The position peaked at $78.8K in Q1 2026. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.

Evolve Private Wealth reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 13,000 MFS Charter Income Trust shares in Q2 2026, an estimated $78.8K.
Evolve Private Wealth first reported a position in MFS Charter Income Trust in Q1 2026 and held it in 1 quarter.
Evolve Private Wealth's MFS Charter Income Trust position peaked at $78.8K in Q1 2026.
0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.