Waterfront Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-14,135
| Closed | -$89K | – | 246 |
|
|
2022
Q2 | $89K | Buy |
14,135
+4
| +0% | +$25 | 0.04% | 234 |
|
|
2022
Q1 | $100K | Hold |
14,131
| – | – | 0.04% | 243 |
|
|
2021
Q4 | $120K | Hold |
14,131
| – | – | 0.05% | 216 |
|
|
2021
Q3 | $122K | Hold |
14,131
| – | – | 0.06% | 176 |
|
|
2021
Q2 | $124K | Sell |
14,131
-31,045
| -69% | -$272K | 0.06% | 171 |
|
|
2021
Q1 | $384K | Buy |
+45,176
| New | +$384K | 0.19% | 117 |
|