International Assets Investment Management’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 | $74.3K | Hold |
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|
2025
Q2 | $74.3K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $74K | Sell |
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|
2024
Q3 | $11.7K | Buy |
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|
2024
Q2 | $73.2K | Hold |
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|
2024
Q1 | $74K | Hold |
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|
2023
Q4 | $75.4K | Hold |
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|
2023
Q3 | $68.3K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $101K | Sell |
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|
2022
Q4 | $109K | Hold |
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|
2022
Q3 | $106K | Hold |
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|
2022
Q2 | $112 | Hold |
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|
2022
Q1 | $131K | Sell |
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|
2021
Q4 | $245K | Hold |
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|
2021
Q3 | $247K | Hold |
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|
2021
Q2 | $251K | Sell |
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|
2021
Q1 | $402K | Buy |
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|
2020
Q4 | $156K | Hold |
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|
2020
Q3 | $143K | Hold |
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|
2020
Q2 | $142K | Hold |
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|
2020
Q1 | $132K | Buy |
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