IFP Advisors’s MFS Charter Income Trust MCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,729
| Closed | -$25K | – | 4016 |
|
|
2022
Q4 | $25K | Buy |
2,729
+85
| +3% | +$779 | ﹤0.01% | 2718 |
|
|
2022
Q3 | $24K | Sell |
2,644
-5
| -0.2% | -$45 | ﹤0.01% | 2922 |
|
|
2022
Q2 | $24K | Hold |
2,649
| – | – | ﹤0.01% | 2699 |
|
|
2022
Q1 | $24K | Buy |
+2,649
| New | +$24K | ﹤0.01% | 2699 |
|
|
2017
Q1 | – | Sell |
-1,800
| Closed | -$15K | – | 4035 |
|
|
2016
Q4 | $15K | Buy |
+1,800
| New | +$15K | ﹤0.01% | 2637 |
|
|
2016
Q1 | – | Sell |
-1,012
| Closed | -$8K | – | 2976 |
|
|
2015
Q4 | $8K | Buy |
+1,012
| New | +$8K | ﹤0.01% | 2681 |
|