Stonebridge Financial Planning Group’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 | $338K | Buy |
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|
2025
Q1 | $333K | Buy |
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|
2024
Q4 | $338K | Buy |
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|
2024
Q3 | $321K | Sell |
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|
2024
Q2 | $324K | Sell |
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|
2024
Q1 | $453K | Buy |
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|
2023
Q4 | $461K | Sell |
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|
2023
Q3 | $432K | Sell |
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|
2023
Q2 | $472K | Buy |
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|
2023
Q1 | $469K | Buy |
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|
2022
Q4 | $458K | Buy |
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|
2022
Q3 | $443K | Sell |
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|
2022
Q2 | $490K | Buy |
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|
2022
Q1 | $570K | Sell |
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|
2021
Q4 | $631K | Sell |
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|
2021
Q3 | $716K | Sell |
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|
2021
Q2 | $743K | Sell |
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|
2021
Q1 | $758K | Sell |
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|
2020
Q4 | $796K | Buy |
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|
2020
Q3 | $745K | Buy |
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|
2020
Q2 | $731K | Buy |
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|
2020
Q1 | $684K | Sell |
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|
2019
Q4 | $784K | Buy |
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