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SFS
MCR

Sowell Financial Services’s MFS Charter Income Trust MCR Stock Holding History

Sowell Financial Services’s Portfolio MCR Stock Details MCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
– Sell
-377
Closed -$3K – 1822
2021
Q1
$3K Sell
377
-59
-14% -$512 ﹤0.01% 2746
2020
Q4
$4K Buy
436
+14
+3% +$117 ﹤0.01% 2335
2020
Q3
$3K Sell
422
-16
-4% -$134 ﹤0.01% 2138
2020
Q2
$3K Hold
438
– – ﹤0.01% 2053
2020
Q1
$3K Sell
438
-13
-3% -$105 ﹤0.01% 1992
2019
Q4
$4K Sell
451
-9
-2% -$75 ﹤0.01% 1986
2019
Q3
$4K Buy
+460
New +$3.81K ﹤0.01% 1851

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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