Kelman-Lazarov Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $110K | Sell |
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|
2018
Q4 | $470K | Sell |
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|
2018
Q3 | $1.5M | Sell |
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|
2018
Q2 | $2.49M | Sell |
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|
2018
Q1 | $2.92M | Sell |
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|
2017
Q4 | $3.12M | Buy |
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|
2017
Q3 | $3.16M | Buy |
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|
2017
Q2 | $2.88M | Buy |
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|
2017
Q1 | $2.84M | Buy |
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|
2016
Q4 | $2.34M | Buy |
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|
2016
Q3 | $2.22M | Buy |
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|
2016
Q2 | $2.08M | Buy |
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|
2016
Q1 | $1.61M | Buy |
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