MFS Charter Income Trust shares owned by Bard Financial Services
Quarter-by-quarter ownership of MFS Charter Income Trust shares owned by Bard Financial Services
from 13F filings
Historical chart of Bard Financial Services investment in MFS Charter Income Trust
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All positions including MFS Charter Income Trust held by Bard Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in MFS Charter Income Trust by Bard Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $138k | 22k | 6.42 |
| 2025-06-30 | $137k | 22k | 6.36 |
| 2025-03-31 | $135k | 22k | 6.27 |
| 2024-12-31 | $137k | 22k | 6.38 |
| 2024-09-30 | $141k | 22k | 6.57 |
| 2024-06-30 | $135k | 22k | 6.27 |
| 2024-03-31 | $136k | 22k | 6.34 |
| 2023-12-31 | $139k | 22k | 6.46 |
| 2023-09-30 | $126k | 22k | 5.85 |
| 2023-06-30 | $136k | 22k | 6.31 |
| 2023-03-31 | $135k | 22k | 6.29 |
| 2022-12-31 | $132k | 22k | 6.14 |
| 2022-09-30 | $128k | 22k | 5.95 |
| 2022-06-30 | $135k | 22k | 6.28 |
| 2022-03-31 | $158k | 22k | 7.35 |
| 2021-12-31 | $324k | 38k | 8.53 |
| 2021-09-30 | $327k | 38k | 8.61 |
| 2021-06-30 | $332k | 38k | 8.74 |
| 2021-03-31 | $325k | 38k | 8.55 |
| 2020-12-31 | $333k | 38k | 8.76 |
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