Fortitude Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $367K | Hold |
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|
2025
Q2 | $364K | Hold |
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|
2025
Q1 | $343K | Hold |
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|
2024
Q4 | $365K | Hold |
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|
2024
Q3 | $376K | Buy |
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|
2024
Q2 | $354K | Hold |
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|
2024
Q1 | $358K | Hold |
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|
2023
Q4 | $365K | Buy |
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|
2023
Q3 | $330K | Buy |
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|
2023
Q2 | $341K | Buy |
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|
2023
Q1 | $304K | Buy |
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|
2022
Q4 | $292K | Buy |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | $282K | Buy |
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|
2022
Q1 | $320K | Buy |
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|
2021
Q4 | $371K | Buy |
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