MFS Charter Income Trust shares owned by CoreCap Advisors
Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by CoreCap Advisors
from 13F filings
Historical chart of CoreCap Advisors investment in MFS Charter Income Trust
Tip: Access up to 7 years of quarterly data
All positions including MFS Charter Income Trust held by CoreCap Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in MFS Charter Income Trust by CoreCap Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $270k | 42k | 6.42 |
| 2025-06-30 | $268k | 42k | 6.36 |
| 2025-03-31 | $264k | 42k | 6.27 |
| 2024-12-31 | $290k | 46k | 6.38 |
| 2024-09-30 | $309k | 47k | 6.57 |
| 2024-03-31 | $301k | 48k | 6.34 |
| 2023-12-31 | $331k | 51k | 6.46 |
| 2023-09-30 | $299k | 51k | 5.85 |
| 2023-06-30 | $675k | 107k | 6.31 |
| 2022-12-31 | $712k | 116k | 6.15 |
| 2022-09-30 | $688k | 116k | 5.95 |
| 2022-06-30 | $731k | 116k | 6.30 |
| 2022-03-31 | $867k | 118k | 7.34 |
| 2021-12-31 | $1.0M | 119k | 8.52 |