WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $25K | Hold |
2,942
| – | – | 0.01% | 887 |
|
|
2017
Q1 | $25K | Hold |
2,942
| – | – | 0.01% | 833 |
|
|
2016
Q4 | $25K | Hold |
2,942
| – | – | 0.01% | 883 |
|
|
2016
Q3 | $25K | Sell |
2,942
-600
| -17% | -$5.1K | 0.01% | 893 |
|
|
2016
Q2 | $30K | Sell |
3,542
-421
| -11% | -$3.57K | 0.01% | 829 |
|
|
2016
Q1 | $32K | Sell |
3,963
-313
| -7% | -$2.53K | 0.01% | 778 |
|
|
2015
Q4 | $33K | Sell |
4,276
-337
| -7% | -$2.6K | 0.01% | 767 |
|
|
2015
Q3 | $36K | Buy |
4,613
+66
| +1% | +$515 | 0.01% | 738 |
|
|
2015
Q2 | $39K | Buy |
4,547
+55
| +1% | +$472 | 0.01% | 800 |
|
|
2015
Q1 | $40K | Buy |
4,492
+40
| +0.9% | +$356 | 0.01% | 787 |
|
|
2014
Q4 | $41K | Buy |
4,452
+206
| +5% | +$1.9K | 0.01% | 952 |
|
|
2014
Q3 | $38K | Buy |
4,246
+927
| +28% | +$8.3K | 0.01% | 1016 |
|
|
2014
Q2 | $31K | Buy |
3,319
+42
| +1% | +$392 | 0.01% | 1091 |
|
|
2014
Q1 | $30K | Buy |
3,277
+41
| +1% | +$375 | 0.01% | 1091 |
|
|
2013
Q4 | $29K | Buy |
3,236
+40
| +1% | +$358 | ﹤0.01% | 1190 |
|
|
2013
Q3 | $29K | Sell |
3,196
-5,315
| -62% | -$48.2K | ﹤0.01% | 1117 |
|
|
2013
Q2 | $79K | Buy |
+8,511
| New | +$79K | 0.01% | 742 |
|