MFS Charter Income Trust shares owned by Altus Wealth Group
Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by Altus Wealth Group
from 13F filings
Historical chart of Altus Wealth Group investment in MFS Charter Income Trust
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Quarterly reported holdings in MFS Charter Income Trust by Altus Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $195k | 30k | 6.46 |
| 2023-09-30 | $178k | 30k | 5.85 |
| 2023-06-30 | $196k | 31k | 6.31 |
| 2023-03-31 | $195k | 31k | 6.29 |
| 2022-12-31 | $191k | 31k | 6.15 |
| 2022-09-30 | $280k | 33k | 8.61 |
| 2022-06-30 | $280k | 33k | 8.61 |
| 2022-03-31 | $239k | 33k | 7.35 |
| 2021-12-31 | $277k | 33k | 8.52 |
| 2021-09-30 | $280k | 33k | 8.61 |
| 2021-06-30 | $284k | 33k | 8.73 |
| 2021-03-31 | $289k | 33k | 8.88 |
| 2020-12-31 | $290k | 33k | 8.77 |