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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-3,662
| Closed | -$22.2K | – | 2803 |
|
|
2026
Q1 | $22.2K | Sell |
3,662
-1,043
| -22% | -$6.46K | ﹤0.01% | 1648 |
|
|
2025
Q4 | $29.5K | Buy |
+4,705
| New | +$29.8K | ﹤0.01% | 1528 |
|
|
2023
Q1 | – | Sell |
-10,265
| Closed | -$63.1K | – | 496 |
|
|
2022
Q4 | $63.1K | Sell |
10,265
-4,355
| -30% | -$27.8K | 0.01% | 426 |
|
|
2022
Q3 | $87K | Sell |
14,620
-32
| -0.2% | -$208 | 0.02% | 376 |
|
|
2022
Q2 | $92K | Sell |
14,652
-16
| -0.1% | -$107 | 0.02% | 383 |
|
|
2022
Q1 | $108K | Sell |
14,668
-76
| -0.5% | -$582 | 0.02% | 399 |
|
|
2021
Q4 | $126K | Sell |
14,744
-46
| -0.3% | -$394 | 0.02% | 388 |
|
|
2021
Q3 | $127K | Sell |
14,790
-2
| -0% | -$17 | 0.03% | 347 |
|
|
2021
Q2 | $129K | Sell |
14,792
-49
| -0.3% | -$428 | 0.03% | 337 |
|
|
2021
Q1 | $127K | Sell |
14,841
-1
| -0% | -$9 | 0.03% | 317 |
|
|
2020
Q4 | $130K | Buy |
14,842
+538
| +4% | +$4.51K | 0.03% | 382 |
|
|
2020
Q3 | $115K | Sell |
14,304
-532
| -4% | -$4.45K | 0.04% | 258 |
|
|
2020
Q2 | $118K | Buy |
14,836
+2,481
| +20% | +$19.7K | 0.04% | 246 |
|
|
2020
Q1 | $91K | Sell |
12,355
-372
| -3% | -$2.99K | 0.04% | 217 |
|
|
2019
Q4 | $107K | Sell |
12,727
-1,091
| -8% | -$9.09K | 0.05% | 234 |
|
|
2019
Q3 | $114K | Sell |
13,818
-1,185
| -8% | -$9.81K | 0.06% | 196 |
|
|
2019
Q2 | $122K | Sell |
15,003
-300
| -2% | -$2.39K | 0.07% | 169 |
|
|
2019
Q1 | $121K | Buy |
15,303
+5,036
| +49% | +$38.9K | 0.08% | 159 |
|
|
2018
Q4 | $75K | Sell |
10,267
-3,293
| -24% | -$24.4K | 0.05% | 142 |
|
|
2018
Q3 | $105K | Sell |
13,560
-2,344
| -15% | -$18.4K | 0.1% | 172 |
|
|
2018
Q2 | $126K | Sell |
15,904
-16
| -0.1% | -$128 | 0.12% | 176 |
|
|
2018
Q1 | $129K | Buy |
15,920
+13,409
| +534% | +$111K | 0.13% | 171 |
|
|
2017
Q4 | $21K | Buy |
+2,511
| New | +$21.4K | 0.04% | 145 |
|
Pinnacle Wealth Planning Services's MCR Position: Q2 2026 in Review
Pinnacle Wealth Planning Services sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 3,662 shares — an estimated $22.2K sold.
Pinnacle Wealth Planning Services first reported a position in MCR in Q4 2017 and held it in 23 quarters. The position peaked at $130K in Q4 2020. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.
- Pinnacle Wealth Planning Services reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
- Pinnacle Wealth Planning Services sold 3,662 MFS Charter Income Trust shares in Q2 2026, an estimated $22.2K.
- Pinnacle Wealth Planning Services first reported a position in MFS Charter Income Trust in Q4 2017 and held it in 23 quarters.
- Pinnacle Wealth Planning Services's MFS Charter Income Trust position peaked at $130K in Q4 2020.
- 0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.