MFS CHARTER INCOME TR

CUSIP: 552727109 Class: SH BEN INT

Shaker Financial Services, LLC's Holding History (CIK: 0001511794)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 400,838 Value ($000) $2,513 Avg Close — Range —
Q3 2025
Shares 376,312 Value ($000) $2,416 Avg Close — Range —
Q2 2025
Shares 341,354 Value ($000) $2,171 Avg Close — Range —
Q1 2025
Shares 314,201 Value ($000) $1,970 Avg Close — Range —
Q4 2024
Shares 314,069 Value ($000) $2,004 Avg Close — Range —
Q3 2024
Shares 448,297 Value ($000) $2,945 Avg Close — Range —
Q2 2024
Shares 413,834 Value ($000) $2,595 Avg Close — Range —
Q1 2024
Shares 476,421 Value ($000) $3,021 Avg Close — Range —
Q4 2023
Shares 304,925 Value ($000) $1,970 Avg Close — Range —
Q3 2023
Shares 218,571 Value ($000) $1,279 Avg Close — Range —
Q2 2023
Shares 104,991 Value ($000) $662 Avg Close — Range —
Q1 2023
Shares 20,736 Value ($000) $130 Avg Close — Range —
Q4 2022
Shares 56,710 Value ($000) $349 Avg Close — Range —
Q3 2022
Shares 117,973 Value ($000) $702 Avg Close — Range —
Q2 2022
Shares 113,949 Value ($000) $718 Avg Close — Range —
Q1 2022
Shares 73,722 Value ($000) $541 Avg Close — Range —
Q4 2021
Shares 14,300 Value ($000) $122 Avg Close — Range —
Q3 2021
Shares 30,648 Value ($000) $264 Avg Close — Range —
Q4 2020
Shares 86,747 Value ($000) $761 Avg Close — Range —
Q3 2020
Shares 68,834 Value ($000) $551 Avg Close — Range —
Q2 2020
Shares 64,470 Value ($000) $513 Avg Close — Range —
Q1 2020
Shares 13,299 Value ($000) $98 Avg Close — Range —
Q4 2019
Shares 233,439 Value ($000) $1,966 Avg Close — Range —
Q3 2019
Shares 161,802 Value ($000) $1,345 Avg Close — Range —
Q2 2019
Shares 49,285 Value ($000) $402 Avg Close — Range —
Q1 2019
Shares 185,348 Value ($000) $1,464 Avg Close — Range —
Q3 2018
Shares 18,850 Value ($000) $146 Avg Close — Range —
Q2 2018
Shares 28,200 Value ($000) $224 Avg Close — Range —
Q3 2017
Shares 297,142 Value ($000) $2,576 Avg Close — Range —
Q2 2017
Shares 191,849 Value ($000) $1,658 Avg Close — Range —
Q1 2017
Shares 132,358 Value ($000) $1,140 Avg Close — Range —
Q3 2016
Shares 50,751 Value ($000) $438 Avg Close — Range —
Q1 2016
Shares 20,620 Value ($000) $168 Avg Close — Range —
Q4 2015
Shares 183,200 Value ($000) $1,396 Avg Close — Range —
Q4 2014
Shares 14,400 Value ($000) $132 Avg Close — Range —
Q3 2014
Shares 273,464 Value ($000) $2,423 Avg Close — Range —
Q2 2014
Shares 215,476 Value ($000) $1,991 Avg Close — Range —
Q4 2013
Shares 65,533 Value ($000) $593 Avg Close — Range —
Q3 2013
Shares 160,546 Value ($000) $1,437 Avg Close — Range —
Q2 2013
Shares 138,335 Value ($000) $1,280 Avg Close — Range —