Starfire Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,450
| Closed | -$81K | – | 149 |
|
|
2018
Q3 | $81K | Buy |
+10,450
| New | +$81K | 0.04% | 129 |
|
|
2017
Q2 | – | Sell |
-64,800
| Closed | -$561K | – | 133 |
|
|
2017
Q1 | $561K | Sell |
64,800
-4,000
| -6% | -$34.6K | 0.3% | 73 |
|
|
2016
Q4 | $586K | Buy |
68,800
+500
| +0.7% | +$4.26K | 0.33% | 63 |
|
|
2016
Q3 | $590K | Hold |
68,300
| – | – | 0.35% | 63 |
|
|
2016
Q2 | $579K | Hold |
68,300
| – | – | 0.4% | 56 |
|
|
2016
Q1 | $555K | Sell |
68,300
-1,250
| -2% | -$10.2K | 0.36% | 61 |
|
|
2015
Q4 | $530K | Hold |
69,550
| – | – | 0.36% | 66 |
|
|
2015
Q3 | $539K | Sell |
69,550
-8,000
| -10% | -$62K | 0.39% | 60 |
|
|
2015
Q2 | $657K | Hold |
77,550
| – | – | 0.43% | 55 |
|
|
2015
Q1 | $682K | Buy |
+77,550
| New | +$682K | 0.45% | 53 |
|