MFS Charter Income Trust shares owned by Stonebridge Financial Planning Group
Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by Stonebridge Financial Planning Group
from 13F filings
Historical chart of Stonebridge Financial Planning Group investment in MFS Charter Income Trust
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Quarterly reported holdings in MFS Charter Income Trust by Stonebridge Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $321k | 49k | 6.57 |
| 2024-03-31 | $453k | 72k | 6.34 |
| 2023-12-31 | $461k | 71k | 6.46 |
| 2023-09-30 | $432k | 74k | 5.85 |
| 2023-06-30 | $472k | 75k | 6.31 |
| 2023-03-31 | $469k | 75k | 6.29 |
| 2022-12-31 | $458k | 75k | 6.15 |
| 2022-09-30 | $443k | 74k | 5.96 |
| 2022-06-30 | $490k | 78k | 6.30 |
| 2022-03-31 | $570k | 78k | 7.34 |
| 2021-12-31 | $631k | 80k | 7.93 |
| 2021-09-30 | $716k | 83k | 8.65 |
| 2021-06-30 | $743k | 84k | 8.84 |
| 2021-03-31 | $758k | 89k | 8.52 |
| 2020-12-31 | $796k | 91k | 8.77 |
| 2020-09-30 | $745k | 91k | 8.22 |
| 2020-06-30 | $731k | 90k | 8.08 |
| 2020-03-31 | $684k | 90k | 7.58 |
| 2019-12-31 | $784k | 93k | 8.42 |
More positions owned by Stonebridge Financial Planning Group
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