Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-377
| Closed | -$3K | – | 1823 |
|
|
2021
Q1 | $3K | Sell |
377
-59
| -14% | -$469 | ﹤0.01% | 2747 |
|
|
2020
Q4 | $4K | Buy |
436
+14
| +3% | +$128 | ﹤0.01% | 2335 |
|
|
2020
Q3 | $3K | Sell |
422
-16
| -4% | -$114 | ﹤0.01% | 2138 |
|
|
2020
Q2 | $3K | Hold |
438
| – | – | ﹤0.01% | 2053 |
|
|
2020
Q1 | $3K | Sell |
438
-13
| -3% | -$89 | ﹤0.01% | 1992 |
|
|
2019
Q4 | $4K | Sell |
451
-9
| -2% | -$80 | ﹤0.01% | 1986 |
|
|
2019
Q3 | $4K | Buy |
+460
| New | +$4K | ﹤0.01% | 1851 |
|