MFS Charter Income Trust shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in MFS Charter Income Trust
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Quarterly reported holdings in MFS Charter Income Trust by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $30k | 4.7k | 6.27 |
| 2022-12-31 | $63k | 10k | 6.15 |
| 2022-09-30 | $87k | 15k | 5.95 |
| 2022-06-30 | $92k | 15k | 6.28 |
| 2022-03-31 | $108k | 15k | 7.36 |
| 2021-12-31 | $126k | 15k | 8.55 |
| 2021-09-30 | $127k | 15k | 8.59 |
| 2021-06-30 | $129k | 15k | 8.72 |
| 2021-03-31 | $127k | 15k | 8.56 |
| 2020-12-31 | $130k | 15k | 8.76 |
| 2020-09-30 | $115k | 14k | 8.04 |
| 2020-06-30 | $118k | 15k | 7.95 |
| 2020-03-31 | $91k | 12k | 7.37 |
| 2019-12-31 | $107k | 13k | 8.41 |
| 2019-09-30 | $114k | 14k | 8.25 |
| 2019-06-30 | $122k | 15k | 8.13 |
| 2019-03-31 | $121k | 15k | 7.90 |
| 2018-12-31 | $76k | 10k | 7.35 |
| 2018-09-30 | $105k | 14k | 7.74 |
| 2018-06-30 | $126k | 16k | 7.93 |
| 2018-03-31 | $129k | 16k | 8.13 |
| 2017-12-31 | $21k | 2.5k | 8.28 |
More positions owned by Pinnacle Wealth Planning Services
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