Northwestern Mutual Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-670
| Closed | -$4.25K | – | 3686 |
|
|
2024
Q1 | $4.25K | Buy |
+670
| New | +$4.25K | ﹤0.01% | 2890 |
|
|
2021
Q4 | – | Sell |
-437
| Closed | -$4K | – | 3252 |
|
|
2021
Q3 | $4K | Buy |
+437
| New | +$4K | ﹤0.01% | 2728 |
|
|
2021
Q2 | – | Sell |
-1,786
| Closed | -$15K | – | 3104 |
|
|
2021
Q1 | $15K | Buy |
+1,786
| New | +$15K | ﹤0.01% | 2166 |
|
|
2019
Q3 | – | Sell |
-229
| Closed | -$2K | – | 2596 |
|
|
2019
Q2 | $2K | Buy |
229
+5
| +2% | +$44 | ﹤0.01% | 2330 |
|
|
2019
Q1 | $2K | Buy |
224
+5
| +2% | +$45 | ﹤0.01% | 2320 |
|
|
2018
Q4 | $2K | Sell |
219
-147
| -40% | -$1.34K | ﹤0.01% | 2202 |
|
|
2018
Q3 | $3K | Buy |
366
+156
| +74% | +$1.28K | ﹤0.01% | 2215 |
|
|
2018
Q2 | $2K | Buy |
210
+2
| +1% | +$19 | ﹤0.01% | 2178 |
|
|
2018
Q1 | $2K | Buy |
+208
| New | +$2K | ﹤0.01% | 2042 |
|