Pinnacle Wealth Planning Services’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
Q4 | $29.5K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $63.1K | Sell |
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|
2022
Q3 | $87K | Sell |
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|
2022
Q2 | $92K | Sell |
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|
2022
Q1 | $108K | Sell |
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|
2021
Q4 | $126K | Sell |
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|
2021
Q3 | $127K | Sell |
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|
2021
Q2 | $129K | Sell |
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|
2021
Q1 | $127K | Sell |
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|
2020
Q4 | $130K | Buy |
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|
2020
Q3 | $115K | Sell |
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|
2020
Q2 | $118K | Buy |
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|
2020
Q1 | $91K | Sell |
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|
2019
Q4 | $107K | Sell |
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|
2019
Q3 | $114K | Sell |
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|
2019
Q2 | $122K | Sell |
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|
2019
Q1 | $121K | Buy |
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|
2018
Q4 | $75K | Sell |
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|
2018
Q3 | $105K | Sell |
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|
2018
Q2 | $126K | Sell |
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|
2018
Q1 | $129K | Buy |
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|
2017
Q4 | $21K | Buy |
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