MFS Charter Income Trust shares owned by Fortitude Advisory Group
Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by Fortitude Advisory Group
from 13F filings
Historical chart of Fortitude Advisory Group investment in MFS Charter Income Trust
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Quarterly reported holdings in MFS Charter Income Trust by Fortitude Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $367k | 57k | 6.42 |
| 2025-06-30 | $364k | 57k | 6.36 |
| 2025-03-31 | $343k | 57k | 5.99 |
| 2024-12-31 | $365k | 57k | 6.38 |
| 2024-09-30 | $376k | 57k | 6.57 |
| 2024-06-30 | $354k | 56k | 6.27 |
| 2024-03-31 | $358k | 56k | 6.34 |
| 2023-12-31 | $365k | 56k | 6.46 |
| 2023-09-30 | $330k | 56k | 5.85 |
| 2023-06-30 | $341k | 54k | 6.31 |
| 2023-03-31 | $304k | 48k | 6.29 |
| 2022-12-31 | $292k | 48k | 6.15 |
| 2022-09-30 | $275k | 46k | 5.94 |
| 2022-06-30 | $282k | 45k | 6.30 |
| 2022-03-31 | $320k | 44k | 7.35 |
| 2021-12-31 | $371k | 44k | 8.52 |