NewEdge Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-108,740
| Closed | -$659K | – | 4310 |
|
|
2026
Q1 | $659K | Sell |
108,740
-3,800
| -3% | -$23.5K | ﹤0.01% | 1776 |
|
|
2025
Q4 | $706K | Sell |
112,540
-4,000
| -3% | -$25.3K | ﹤0.01% | 1712 |
|
|
2025
Q3 | $748K | Buy |
116,540
+3,945
| +4% | +$25.2K | ﹤0.01% | 1583 |
|
|
2025
Q2 | $716K | Sell |
112,595
-2,245
| -2% | -$13.9K | ﹤0.01% | 1477 |
|
|
2025
Q1 | $720K | Sell |
114,840
-3,200
| -3% | -$20.3K | ﹤0.01% | 1374 |
|
|
2024
Q4 | $753K | Sell |
118,040
-6,600
| -5% | -$41.9K | ﹤0.01% | 1316 |
|
|
2024
Q3 | $819K | Sell |
124,640
-2,910
| -2% | -$18.6K | 0.01% | 1194 |
|
|
2024
Q2 | $800K | Sell |
127,550
-4,800
| -4% | -$29.9K | 0.01% | 1174 |
|
|
2024
Q1 | $839K | Sell |
132,350
-11,510
| -8% | -$73.3K | 0.01% | 1085 |
|
|
2023
Q4 | $922K | Buy |
143,860
+14,610
| +11% | +$88.1K | 0.01% | 968 |
|
|
2023
Q3 | $756K | Sell |
129,250
-27,100
| -17% | -$166K | 0.01% | 989 |
|
|
2023
Q2 | $987K | Buy |
156,350
+8,675
| +6% | +$53.8K | 0.01% | 874 |
|
|
2023
Q1 | $926K | Sell |
147,675
-7,300
| -5% | -$47.4K | 0.01% | 810 |
|
|
2022
Q4 | $953K | Sell |
154,975
-3,200
| -2% | -$20.4K | 0.03% | 526 |
|
|
2022
Q3 | $941K | Buy |
158,175
+4,799
| +3% | +$31.2K | 0.02% | 665 |
|
|
2022
Q2 | $966K | Buy |
153,376
+11,288
| +8% | +$75.2K | 0.02% | 680 |
|
|
2022
Q1 | $1.04M | Buy |
142,088
+21,705
| +18% | +$166K | 0.02% | 630 |
|
|
2021
Q4 | $1.03M | Buy |
+120,383
| New | +$1.03M | 0.02% | 715 |
|
NewEdge Advisors's MCR Position: Q2 2026 in Review
NewEdge Advisors sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 108,740 shares — an estimated $659K sold.
NewEdge Advisors first reported a position in MCR in Q4 2021 and held it in 18 quarters. The position peaked at $1.04M in Q1 2022. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.
- NewEdge Advisors reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
- NewEdge Advisors sold 108,740 MFS Charter Income Trust shares in Q2 2026, an estimated $659K.
- NewEdge Advisors first reported a position in MFS Charter Income Trust in Q4 2021 and held it in 18 quarters.
- NewEdge Advisors's MFS Charter Income Trust position peaked at $1.04M in Q1 2022.
- 0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.
Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.