PMFA
MCR

Plante Moran Financial Advisors’s MFS Charter Income Trust MCR Stock Holding History

Plante Moran Financial Advisors’s Portfolio MCR Stock Details MCR Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
2024
Q4 		$778 Buy
2021
Q1 		– Sell
2020
Q4 		$223K Hold
2020
Q3 		$203K Buy
2015
Q1 		– Sell
2014
Q4 		$3K Sell
2014
Q3 		$11K Hold
2014
Q2 		$11K Buy