LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $862K | Sell |
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|
2025
Q2 | $877K | Sell |
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|
2025
Q1 | $931K | Buy |
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|
2024
Q4 | $946K | Sell |
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|
2024
Q3 | $994K | Sell |
|
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.43M | Sell |
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|
2023
Q3 | $1.66M | Sell |
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|
2023
Q2 | $1.9M | Buy |
|
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|
2023
Q1 | $1.77M | Buy |
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|
2022
Q4 | $1.72M | Buy |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $1.63M | Buy |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $1.79M | Buy |
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|
2021
Q3 | $1.78M | Buy |
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|
2021
Q2 | $1.61M | Buy |
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|
2021
Q1 | $1.5M | Buy |
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|
2020
Q4 | $1.42M | Buy |
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|
2020
Q3 | $1.19M | Buy |
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|
2020
Q2 | $1.17M | Sell |
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|
2020
Q1 | $1.09M | Buy |
|
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|
2019
Q4 | $1.1M | Buy |
|
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|
2019
Q3 | $995K | Buy |
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|
2019
Q2 | $925K | Buy |
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|
2019
Q1 | $611K | Buy |
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|
2018
Q4 | $476K | Buy |
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|
2018
Q3 | $445K | Buy |
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|
2018
Q2 | $239K | Buy |
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|
2018
Q1 | $149K | Buy |
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|
2017
Q2 | – | Sell |
|
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|
2017
Q1 | $427K | Buy |
|
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|
2016
Q4 | $411K | Buy |
|
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|
2016
Q3 | $377K | Buy |
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|
2016
Q2 | $320K | Sell |
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|
2016
Q1 | $661K | Sell |
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|
2015
Q4 | $799K | Buy |
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|
2015
Q3 | $417K | Sell |
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|
2015
Q2 | $463K | Buy |
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|
2015
Q1 | $472K | Buy |
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|
2014
Q4 | $417K | Sell |
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|
2014
Q3 | $455K | Sell |
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|
2014
Q2 | $538K | Sell |
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|
2014
Q1 | $538K | Sell |
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|
2013
Q4 | $562K | Sell |
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|
2013
Q3 | $736K | Sell |
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|
2013
Q2 | $788K | Buy |
|