Key Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-228
| Closed | -$1.38K | – | 1413 |
|
|
2026
Q1 | $1.38K | Hold |
228
| – | – | ﹤0.01% | 1217 |
|
|
2025
Q4 | $1.43K | Hold |
228
| – | – | ﹤0.01% | 1219 |
|
|
2025
Q3 | $1.46K | Hold |
228
| – | – | ﹤0.01% | 1230 |
|
|
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% | -$1.45K | ﹤0.01% | 1141 |
|
|
2024
Q2 | $2.85K | Hold |
455
| – | – | ﹤0.01% | 1063 |
|
|
2024
Q1 | $2.88K | 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% | -$941 | ﹤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 | +$5.03K | ﹤0.01% | 556 |
|
|
2020
Q2 | – | Sell |
-600
| Closed | -$4K | – | 405 |
|
|
2020
Q1 | $4K | Buy |
+600
| New | +$4.83K | ﹤0.01% | 531 |
|
Key Financial Inc's MCR Position: Q2 2026 in Review
Key Financial Inc sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 228 shares — an estimated $1.38K sold.
Key Financial Inc first reported a position in MCR in Q1 2020 and held it in 23 quarters. The position peaked at $5K in Q4 2021. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.
- Key Financial Inc reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
- Key Financial Inc sold 228 MFS Charter Income Trust shares in Q2 2026, an estimated $1.38K.
- Key Financial Inc first reported a position in MFS Charter Income Trust in Q1 2020 and held it in 23 quarters.
- Key Financial Inc's MFS Charter Income Trust position peaked at $5K in Q4 2021.
- 0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.
Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.