Founders Capital Management (Texas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-4,650
| Closed | -$38K | – | 334 |
|
|
2018
Q1 | $38K | Sell |
4,650
-1,065
| -19% | -$8.7K | 0.03% | 154 |
|
|
2017
Q4 | $48K | Hold |
5,715
| – | – | 0.04% | 140 |
|
|
2017
Q3 | $50K | Buy |
5,715
+250
| +5% | +$2.19K | 0.04% | 138 |
|
|
2017
Q2 | $47K | Hold |
5,465
| – | – | 0.04% | 142 |
|
|
2017
Q1 | $47K | Buy |
+5,465
| New | +$47K | 0.04% | 141 |
|