Key Financial Inc’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 | $1.45K | Hold |
228
| – | – | ﹤0.01% | 1227 |
|
|
2025
Q1 | $1.43K | Hold |
228
| – | – | ﹤0.01% | 1185 |
|
|
2024
Q4 | $1.45K | Hold |
228
| – | – | ﹤0.01% | 1185 |
|
|
2024
Q3 | $1.5K | Sell |
228
-227
| -50% | -$1.49K | ﹤0.01% | 1141 |
|
|
2024
Q2 | $2.85K | Hold |
455
| – | – | ﹤0.01% | 1063 |
|
|
2024
Q1 | $2.89K | Hold |
455
| – | – | ﹤0.01% | 1051 |
|
|
2023
Q4 | $2.94K | Hold |
455
| – | – | ﹤0.01% | 1049 |
|
|
2023
Q3 | $2.66K | Hold |
455
| – | – | ﹤0.01% | 1070 |
|
|
2023
Q2 | $2.87K | Hold |
455
| – | – | ﹤0.01% | 1111 |
|
|
2023
Q1 | $2.86K | Sell |
455
-145
| -24% | -$912 | ﹤0.01% | 901 |
|
|
2022
Q4 | $3.57K | Hold |
600
| – | – | ﹤0.01% | 851 |
|
|
2022
Q3 | $4K | Hold |
600
| – | – | ﹤0.01% | 837 |
|
|
2022
Q2 | $4K | Hold |
600
| – | – | ﹤0.01% | 844 |
|
|
2022
Q1 | $4K | Hold |
600
| – | – | ﹤0.01% | 832 |
|
|
2021
Q4 | $5K | Hold |
600
| – | – | ﹤0.01% | 719 |
|
|
2021
Q3 | $5K | Hold |
600
| – | – | ﹤0.01% | 705 |
|
|
2021
Q2 | $5K | Hold |
600
| – | – | ﹤0.01% | 688 |
|
|
2021
Q1 | $5K | Hold |
600
| – | – | ﹤0.01% | 598 |
|
|
2020
Q4 | $5K | Buy |
+600
| New | +$5K | ﹤0.01% | 556 |
|
|
2020
Q2 | – | Sell |
-600
| Closed | -$4K | – | 405 |
|
|
2020
Q1 | $4K | Buy |
+600
| New | +$4K | ﹤0.01% | 531 |
|