MFS CHARTER INCOME TR
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 400,838 | 533,655 | +132,817 | 0.80 | 1.13 | +0.33 | buy |
| Logan Stone Capital, LLC | 53,958 | 88,880 | +34,922 | 0.08 | 0.15 | +0.07 | buy |
| RIVERBRIDGE PARTNERS LLC | 193,336 | 207,236 | +13,900 | 0.02 | 0.03 | +0.01 | buy |
| ASHTON THOMAS SECURITIES, LLC | 88,650 | 96,650 | +8,000 | 0.11 | 0.07 | -0.03 | buy |
| Stonebridge Financial Planning Group, LLC | 50,892 | 51,149 | +257 | 0.12 | 0.11 | -0.00 | buy |
| Valley Brook Capital Group, Inc. | 20,850 | 19,650 | -1,200 | 0.09 | 0.08 | -0.01 | sell |