Plante Moran Financial 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
Q1 | – | Sell |
-122
| Closed | -$778 | – | 912 |
|
|
2024
Q4 | $778 | Buy |
+122
| New | +$778 | ﹤0.01% | 830 |
|
|
2021
Q1 | – | Sell |
-25,400
| Closed | -$223K | – | 1081 |
|
|
2020
Q4 | $223K | Hold |
25,400
| – | – | 0.07% | 153 |
|
|
2020
Q3 | $203K | Buy |
+25,400
| New | +$203K | 0.07% | 146 |
|
|
2015
Q1 | – | Sell |
-374
| Closed | -$3K | – | 764 |
|
|
2014
Q4 | $3K | Sell |
374
-824
| -69% | -$6.61K | ﹤0.01% | 724 |
|
|
2014
Q3 | $11K | Hold |
1,198
| – | – | 0.01% | 514 |
|
|
2014
Q2 | $11K | Buy |
+1,198
| New | +$11K | 0.01% | 504 |
|