Larson Financial Group’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
$28.1K Hold
4,413
﹤0.01% 1325
2025
Q1
$27.7K Hold
4,413
﹤0.01% 1233
2024
Q4
$28.2K Sell
4,413
-1,917
-30% -$12.2K ﹤0.01% 1088
2024
Q3
$41.6K Buy
6,330
+4,430
+233% +$29.1K ﹤0.01% 953
2024
Q2
$11.9K Buy
+1,900
New +$11.9K ﹤0.01% 1204