MFS Charter Income Trust shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in MFS Charter Income Trust
Tip: Access up to 7 years of quarterly data
All positions including MFS Charter Income Trust held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in MFS Charter Income Trust by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $63k | 10k | 6.34 |
| 2023-09-30 | $59k | 10k | 5.85 |
| 2023-06-30 | $73k | 12k | 6.31 |
| 2023-03-31 | $72k | 12k | 6.26 |
| 2022-12-31 | $71k | 12k | 6.17 |
| 2022-09-30 | $68k | 12k | 5.91 |
| 2022-06-30 | $72k | 12k | 6.26 |
| 2022-03-31 | $84k | 12k | 7.30 |
| 2021-12-31 | $98k | 12k | 8.52 |
| 2021-09-30 | $99k | 12k | 8.61 |
More positions owned by Integrated Wealth Concepts
View all positions for Integrated Wealth Concepts