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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-57,217
| Closed | -$347K | – | 244 |
|
|
2026
Q1 | $347K | Hold |
57,217
| – | – | 0.16% | 134 |
|
|
2025
Q4 | $359K | Hold |
57,217
| – | – | 0.15% | 112 |
|
|
2025
Q3 | $367K | Hold |
57,217
| – | – | 0.2% | 107 |
|
|
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% | +$4.91K | 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% | +$66 | 0.22% | 101 |
|
|
2023
Q3 | $330K | Buy |
56,437
+2,338
| +4% | +$14.3K | 0.22% | 102 |
|
|
2023
Q2 | $341K | Buy |
54,099
+5,782
| +12% | +$35.9K | 0.25% | 101 |
|
|
2023
Q1 | $304K | Buy |
48,317
+779
| +2% | +$5.06K | 0.24% | 116 |
|
|
2022
Q4 | $292K | Buy |
47,538
+1,277
| +3% | +$8.14K | 0.25% | 120 |
|
|
2022
Q3 | $275K | Buy |
46,261
+1,480
| +3% | +$9.62K | 0.26% | 104 |
|
|
2022
Q2 | $282K | Buy |
44,781
+1,227
| +3% | +$8.18K | 0.26% | 115 |
|
|
2022
Q1 | $320K | Buy |
43,554
+29
| +0.1% | +$222 | 0.17% | 113 |
|
|
2021
Q4 | $371K | Buy |
+43,525
| New | +$373K | 0.19% | 96 |
|
Fortitude Advisory Group's MCR Position: Q2 2026 in Review
Fortitude Advisory Group sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 57,217 shares — an estimated $347K sold.
Fortitude Advisory Group first reported a position in MCR in Q4 2021 and held it in 18 quarters. The position peaked at $376K in Q3 2024. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.
- Fortitude Advisory Group reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
- Fortitude Advisory Group sold 57,217 MFS Charter Income Trust shares in Q2 2026, an estimated $347K.
- Fortitude Advisory Group first reported a position in MFS Charter Income Trust in Q4 2021 and held it in 18 quarters.
- Fortitude Advisory Group's MFS Charter Income Trust position peaked at $376K in Q3 2024.
- 0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.
Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.