Stock TransactionsMFS CHARTER INCOME TR

Total Bought
423,686
6 transactions
Total Sold
37,172
4 transactions
Net
+386,514
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
SIT INVESTMENT ASSOCIATES INC2,451,1272,816,381+365,2540.360.38+0.02buy
GraniteShares Advisors LLC411,174438,586+27,4121.641.71+0.07buy
Shaker Financial Services, LLC314,201341,354+27,1530.770.79+0.02buy
RIVERBRIDGE PARTNERS LLC95,92999,515+3,5860.010.01+0.00buy
Stonebridge Financial Planning Group, LLC53,07353,216+1430.150.14-0.01buy
L.M. KOHN & COMPANY34,64334,781+1380.060.06+0.00buy
READYSTATE ASSET MANAGEMENT LP19,93919,578-3610.010.01-0.00sell
PEAPACK GLADSTONE FINANCIAL CORP19,47613,583-5,8930.000.00-0.00sell
MELFA WEALTH MANAGEMENT, INC.20,25010,750-9,5000.090.04-0.04sell
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.36,32514,907-21,4180.020.01-0.01sell
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