Valley Brook Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $119K | Sell |
|
|||||
|
2025
Q4 | $131K | Sell |
|
|||||
|
2025
Q3 | $153K | Hold |
|
|||||
|
2025
Q2 | $152K | Hold |
|
|||||
|
2025
Q1 | $150K | Hold |
|
|||||
|
2024
Q4 | $152K | Sell |
|
|||||
|
2024
Q3 | $170K | Buy |
|
|||||
|
2024
Q2 | $140K | Buy |
|
|||||
|
2024
Q1 | $142K | Buy |
|
|||||
|
2023
Q4 | $91.1K | Hold |
|
|||||
|
2023
Q3 | $82.5K | Hold |
|
|||||
|
2023
Q2 | $89K | Hold |
|
|||||
|
2023
Q1 | $88.7K | Hold |
|
|||||
|
2022
Q4 | $86.7K | Hold |
|
|||||
|
2022
Q3 | $83K | Hold |
|
|||||
|
2022
Q2 | $88K | Sell |
|
|||||
|
2022
Q1 | $137K | Hold |
|
|||||
|
2021
Q4 | $159K | Buy |
|
|||||
|
2021
Q3 | $152K | Buy |
|
|||||
|
2021
Q2 | $145K | Buy |
|
|||||
|
2021
Q1 | $141K | Sell |
|
|||||
|
2020
Q4 | $158K | Buy |
|