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MFS Charter Income Trust shares owned by Bard Financial Services

Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by Bard Financial Services from 13F filings

Historical chart of Bard Financial Services investment in MFS Charter Income Trust

Tip: Access up to 7 years of quarterly data

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
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