Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-629
| Closed | -$5K | – | 2528 |
|
|
2018
Q1 | $5K | Sell |
629
-716
| -53% | -$5.69K | ﹤0.01% | 1813 |
|
|
2017
Q4 | $11K | Sell |
1,345
-732
| -35% | -$5.99K | ﹤0.01% | 1552 |
|
|
2017
Q3 | $18K | Sell |
2,077
-518
| -20% | -$4.49K | ﹤0.01% | 1331 |
|
|
2017
Q2 | $22K | Buy |
2,595
+36
| +1% | +$305 | ﹤0.01% | 1233 |
|
|
2017
Q1 | $22K | Buy |
2,559
+35
| +1% | +$301 | ﹤0.01% | 1050 |
|
|
2016
Q4 | $22K | Buy |
2,524
+35
| +1% | +$305 | ﹤0.01% | 992 |
|
|
2016
Q3 | $22K | Buy |
2,489
+34
| +1% | +$301 | ﹤0.01% | 1027 |
|
|
2016
Q2 | $21K | Buy |
2,455
+369
| +18% | +$3.16K | ﹤0.01% | 983 |
|
|
2016
Q1 | $17K | Buy |
2,086
+379
| +22% | +$3.09K | ﹤0.01% | 1018 |
|
|
2015
Q4 | $13K | Buy |
+1,707
| New | +$13K | ﹤0.01% | 1116 |
|