Gradient Investments’s MFS Charter Income Trust MCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,400
| Closed | -$27.6K | – | 903 |
|
|
2024
Q2 | $27.6K | Hold |
4,400
| – | – | ﹤0.01% | 585 |
|
|
2024
Q1 | $27.9K | Hold |
4,400
| – | – | ﹤0.01% | 491 |
|
|
2023
Q4 | $28.4K | Hold |
4,400
| – | – | ﹤0.01% | 648 |
|
|
2023
Q3 | $25.7K | Hold |
4,400
| – | – | ﹤0.01% | 629 |
|
|
2023
Q2 | $27.8K | Hold |
4,400
| – | – | ﹤0.01% | 626 |
|
|
2023
Q1 | $27.7K | Hold |
4,400
| – | – | ﹤0.01% | 610 |
|
|
2022
Q4 | $27.1K | Hold |
4,400
| – | – | ﹤0.01% | 625 |
|
|
2022
Q3 | $26K | Hold |
4,400
| – | – | ﹤0.01% | 616 |
|
|
2022
Q2 | $28K | Hold |
4,400
| – | – | ﹤0.01% | 575 |
|
|
2022
Q1 | $32K | Sell |
4,400
-9,440
| -68% | -$68.7K | ﹤0.01% | 553 |
|
|
2021
Q4 | $118K | Hold |
13,840
| – | – | ﹤0.01% | 346 |
|
|
2021
Q3 | $119K | Hold |
13,840
| – | – | ﹤0.01% | 343 |
|
|
2021
Q2 | $121K | Sell |
13,840
-560
| -4% | -$4.9K | ﹤0.01% | 345 |
|
|
2021
Q1 | $123K | Buy |
14,400
+10,000
| +227% | +$85.4K | ﹤0.01% | 333 |
|
|
2020
Q4 | $35K | Hold |
4,400
| – | – | ﹤0.01% | 465 |
|
|
2020
Q3 | $35K | Hold |
4,400
| – | – | ﹤0.01% | 467 |
|
|
2020
Q2 | $35K | Buy |
+4,400
| New | +$35K | ﹤0.01% | 440 |
|
|
2014
Q3 | – | Sell |
-200
| Closed | -$2K | – | 508 |
|
|
2014
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 435 |
|
|
2014
Q1 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 447 |
|
|
2013
Q3 | – | Sell |
-854
| Closed | -$8K | – | 556 |
|
|
2013
Q2 | $8K | Buy |
+854
| New | +$8K | ﹤0.01% | 278 |
|