Rockefeller Capital Management’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
Q3
$18K Buy
2023
Q1
Sell
2022
Q4
$46K Hold
2022
Q3
$45K Sell
2022
Q2
$50K Sell
2022
Q1
$126K Buy
2021
Q4
$145K Buy
2021
Q3
$144K Buy
2021
Q2
$145K Buy
2021
Q1
$140K Sell
2020
Q4
$188K Buy
2020
Q3
$127K Buy
2020
Q2
$83K Buy
2020
Q1
$76K Buy