JPMorgan Chase & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.22K | Buy |
1,449
+164
| +13% | +$1.04K | ﹤0.01% | 5455 |
|
|
2025
Q1 | $8.06K | Hold |
1,285
| – | – | ﹤0.01% | 5483 |
|
|
2024
Q4 | $8.2K | Hold |
1,285
| – | – | ﹤0.01% | 5383 |
|
|
2024
Q3 | $8.44K | Hold |
1,285
| – | – | ﹤0.01% | 5349 |
|
|
2024
Q2 | $8.06K | Hold |
1,285
| – | – | ﹤0.01% | 5291 |
|
|
2024
Q1 | $8.15K | Sell |
1,285
-7,570
| -85% | -$48K | ﹤0.01% | 5369 |
|
|
2023
Q4 | $57.2K | Buy |
8,855
+6,068
| +218% | +$39.2K | ﹤0.01% | 4973 |
|
|
2023
Q3 | $16.3K | Buy |
2,787
+2,691
| +2,803% | +$15.7K | ﹤0.01% | 5193 |
|
|
2023
Q2 | $606 | Buy |
96
+29
| +43% | +$183 | ﹤0.01% | 5617 |
|
|
2023
Q1 | $0 | Sell |
67
-9,303
| -99% | – | ﹤0.01% | 6003 |
|
|
2022
Q4 | $58K | Buy |
+9,370
| New | +$58K | ﹤0.01% | 4691 |
|
|
2019
Q1 | – | Sell |
-887
| Closed | -$7K | – | 4921 |
|
|
2018
Q4 | $7K | Buy |
+887
| New | +$7K | ﹤0.01% | 4665 |
|