Fortitude Advisory Group’s MFS Charter Income Trust MCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Hold |
57,217
| – | – | 0.21% | 107 |
|
|
2025
Q1 | $343K | Hold |
57,217
| – | – | 0.25% | 96 |
|
|
2024
Q4 | $365K | Hold |
57,217
| – | – | 0.22% | 97 |
|
|
2024
Q3 | $376K | Buy |
57,217
+769
| +1% | +$5.05K | 0.24% | 101 |
|
|
2024
Q2 | $354K | Hold |
56,448
| – | – | 0.21% | 103 |
|
|
2024
Q1 | $358K | Hold |
56,448
| – | – | 0.2% | 111 |
|
|
2023
Q4 | $365K | Buy |
56,448
+11
| +0% | +$71 | 0.22% | 101 |
|
|
2023
Q3 | $330K | Buy |
56,437
+2,338
| +4% | +$13.7K | 0.22% | 102 |
|
|
2023
Q2 | $341K | Buy |
54,099
+5,782
| +12% | +$36.5K | 0.25% | 101 |
|
|
2023
Q1 | $304K | Buy |
48,317
+779
| +2% | +$4.9K | 0.24% | 116 |
|
|
2022
Q4 | $292K | Buy |
47,538
+1,277
| +3% | +$7.85K | 0.25% | 116 |
|
|
2022
Q3 | $275K | Buy |
46,261
+1,480
| +3% | +$8.8K | 0.26% | 100 |
|
|
2022
Q2 | $282K | Buy |
44,781
+1,227
| +3% | +$7.73K | 0.26% | 110 |
|
|
2022
Q1 | $320K | Buy |
43,554
+29
| +0.1% | +$213 | 0.17% | 108 |
|
|
2021
Q4 | $371K | Buy |
+43,525
| New | +$371K | 0.19% | 93 |
|