MFS CHARTER INCOME TR

CUSIP: 552727109 Class: SH BEN INT

Creative Planning's Holding History (CIK: 0001540235)

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

Q2 2023
Shares 11,247 Value ($000) $71 Avg Close — Range —
Q3 2021
Shares 10,099 Value ($000) $87 Avg Close — Range —
Q2 2021
Shares 10,099 Value ($000) $88 Avg Close — Range —
Q1 2021
Shares 12,920 Value ($000) $110 Avg Close — Range —
Q4 2020
Shares 13,187 Value ($000) $116 Avg Close — Range —
Q3 2020
Shares 12,662 Value ($000) $101 Avg Close — Range —
Q2 2020
Shares 10,339 Value ($000) $82 Avg Close — Range —
Q1 2020
Shares 10,339 Value ($000) $77 Avg Close — Range —
Q4 2019
Shares 10,339 Value ($000) $87 Avg Close — Range —
Q3 2019
Shares 10,139 Value ($000) $84 Avg Close — Range —
Q2 2019
Shares 10,139 Value ($000) $83 Avg Close — Range —
Q2 2017
Shares 6,475 Value ($000) $56 Avg Close — Range —
Q1 2017
Shares 6,475 Value ($000) $56 Avg Close — Range —
Q4 2016
Shares 6,675 Value ($000) $57 Avg Close — Range —
Q3 2016
Shares 6,475 Value ($000) $56 Avg Close — Range —
Q2 2016
Shares 8,025 Value ($000) $68 Avg Close — Range —
Q1 2016
Shares 4,154 Value ($000) $34 Avg Close — Range —
Q4 2015
Shares 3,954 Value ($000) $30 Avg Close — Range —
Q3 2015
Shares 3,954 Value ($000) $31 Avg Close — Range —
Q1 2015
Shares 7,504 Value ($000) $66 Avg Close — Range —
Q4 2014
Shares 2,900 Value ($000) $27 Avg Close — Range —
Q3 2014
Shares 2,900 Value ($000) $26 Avg Close — Range —
Q2 2014
Shares 2,900 Value ($000) $27 Avg Close — Range —
Q1 2014
Shares 2,900 Value ($000) $26 Avg Close — Range —
Q4 2013
Shares 2,900 Value ($000) $26 Avg Close — Range —
Q3 2013
Shares 1,003 Value ($000) $9 Avg Close — Range —
Q2 2013
Shares 500 Value ($000) $5 Avg Close — Range —