KMS Financial Services’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
2014
Q2
Sell
-15,631
Closed -$143K 562
2014
Q1
$143K Buy
15,631
+117
+0.8% +$1.07K 0.02% 495
2013
Q4
$140K Buy
15,514
+116
+0.8% +$1.05K 0.02% 486
2013
Q3
$138K Buy
+15,398
New +$138K 0.03% 415