MWM
MCR

Melfa Wealth Management’s MFS Charter Income Trust MCR Stock Holding History

Melfa Wealth Management’s Portfolio MCR Stock Details MCR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$68.4K Sell
10,750
-9,500
-47% -$60.4K 0.04% 197
2025
Q1 		$127K Hold
20,250
– – 0.09% 186
2024
Q4 		$129K Buy
+20,250
New +$129K 0.09% 187