NewEdge Advisors’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 | $716K | Sell |
112,595
-2,245
| -2% | -$14.3K | ﹤0.01% | 1477 |
|
|
2025
Q1 | $720K | Sell |
114,840
-3,200
| -3% | -$20.1K | ﹤0.01% | 1374 |
|
|
2024
Q4 | $753K | Sell |
118,040
-6,600
| -5% | -$42.1K | ﹤0.01% | 1316 |
|
|
2024
Q3 | $819K | Sell |
124,640
-2,910
| -2% | -$19.1K | 0.01% | 1194 |
|
|
2024
Q2 | $800K | Sell |
127,550
-4,800
| -4% | -$30.1K | 0.01% | 1174 |
|
|
2024
Q1 | $839K | Sell |
132,350
-11,510
| -8% | -$73K | 0.01% | 1085 |
|
|
2023
Q4 | $922K | Buy |
143,860
+14,610
| +11% | +$93.7K | 0.01% | 968 |
|
|
2023
Q3 | $756K | Sell |
129,250
-27,100
| -17% | -$159K | 0.01% | 989 |
|
|
2023
Q2 | $987K | Buy |
156,350
+8,675
| +6% | +$54.7K | 0.01% | 874 |
|
|
2023
Q1 | $926K | Sell |
147,675
-7,300
| -5% | -$45.8K | 0.01% | 810 |
|
|
2022
Q4 | $953K | Sell |
154,975
-3,200
| -2% | -$19.7K | 0.03% | 526 |
|
|
2022
Q3 | $941K | Buy |
158,175
+4,799
| +3% | +$28.6K | 0.02% | 665 |
|
|
2022
Q2 | $966K | Buy |
153,376
+11,288
| +8% | +$71.1K | 0.02% | 679 |
|
|
2022
Q1 | $1.04M | Buy |
142,088
+21,705
| +18% | +$159K | 0.02% | 626 |
|
|
2021
Q4 | $1.03M | Buy |
+120,383
| New | +$1.03M | 0.02% | 715 |
|