MFS Charter Income Trust shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 Wealth Management investment in MFS Charter Income Trust
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Quarterly reported holdings in MFS Charter Income Trust by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $236k | 36k | 6.57 |
| 2024-06-30 | $230k | 37k | 6.27 |
| 2024-03-31 | $232k | 37k | 6.34 |
| 2023-12-31 | $235k | 36k | 6.46 |
| 2023-09-30 | $241k | 41k | 5.85 |
| 2023-06-30 | $259k | 41k | 6.31 |
| 2023-03-31 | $272k | 43k | 6.29 |
| 2022-12-31 | $292k | 48k | 6.15 |
| 2022-09-30 | $371k | 62k | 5.96 |
| 2022-06-30 | $403k | 64k | 6.30 |
| 2022-03-31 | $502k | 68k | 7.34 |
| 2021-12-31 | $580k | 68k | 8.53 |
| 2021-09-30 | $600k | 70k | 8.60 |
| 2021-06-30 | $628k | 72k | 8.74 |
| 2021-03-31 | $664k | 78k | 8.54 |
| 2020-12-31 | $699k | 80k | 8.77 |
| 2020-09-30 | $682k | 84k | 8.16 |
| 2020-06-30 | $793k | 100k | 7.95 |
| 2020-03-31 | $766k | 100k | 7.66 |
| 2019-12-31 | $983k | 117k | 8.42 |
| 2019-09-30 | $977k | 118k | 8.31 |
| 2019-06-30 | $974k | 120k | 8.15 |
| 2019-03-31 | $999k | 126k | 7.90 |
| 2018-12-31 | $938k | 128k | 7.33 |