Shaker Financial 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
Q2 | $2.17M | Buy |
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|
2025
Q1 | $1.97M | Buy |
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|
2024
Q4 | $2M | Sell |
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|
2024
Q3 | $2.95M | Buy |
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|
2024
Q2 | $2.59M | Sell |
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|
2024
Q1 | $3.02M | Buy |
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|
2023
Q4 | $1.97M | Buy |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $662K | Buy |
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|
2023
Q1 | $130K | Sell |
|
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|
2022
Q4 | $349K | Sell |
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|
2022
Q3 | $702K | Buy |
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|
2022
Q2 | $718K | Buy |
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|
2022
Q1 | $541K | Buy |
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|
2021
Q4 | $122K | Sell |
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|
2021
Q3 | $264K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $761K | Buy |
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|
2020
Q3 | $551K | Buy |
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|
2020
Q2 | $513K | Buy |
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|
2020
Q1 | $98K | Sell |
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|
2019
Q4 | $1.97M | Buy |
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|
2019
Q3 | $1.34M | Buy |
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|
2019
Q2 | $402K | Sell |
|
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|
2019
Q1 | $1.46M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $146K | Sell |
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|
2018
Q2 | $224K | Buy |
|
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|
2017
Q4 | – | Sell |
|
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|
2017
Q3 | $2.58M | Buy |
|
|||||
|
2017
Q2 | $1.66M | Buy |
|
|||||
|
2017
Q1 | $1.14M | Buy |
|
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|
2016
Q4 | – | Sell |
|
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|
2016
Q3 | $438K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
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|
2016
Q1 | $168K | Sell |
|
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|
2015
Q4 | $1.4M | Buy |
|
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|
2015
Q1 | – | Sell |
|
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|
2014
Q4 | $132K | Sell |
|
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|
2014
Q3 | $2.42M | Buy |
|
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|
2014
Q2 | $1.99M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $593K | Sell |
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|
2013
Q3 | $1.44M | Buy |
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|
2013
Q2 | $1.28M | Buy |
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