Stock TransactionsMFS CHARTER INCOME TR

Total Bought
230,551
6 transactions
Total Sold
85,598
6 transactions
Net
+144,953
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Shaker Financial Services, LLC104,991218,571+113,5800.290.60+0.31buy
SIT INVESTMENT ASSOCIATES INC1,137,5041,236,068+98,5640.190.20+0.01buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.16,72027,876+11,1560.010.02+0.01buy
Elequin Capital, LP9263,715+2,7890.000.00+0.00buy
Fortitude Advisory Group L.L.C.54,09956,437+2,3380.250.22-0.03buy
L.M. KOHN & COMPANY22,45024,574+2,1240.050.05-0.00buy
Altus Wealth Group LLC30,99030,413-5770.120.11-0.01sell
Stonebridge Financial Planning Group, LLC74,73673,864-8720.290.28-0.01sell
Dynamic Advisor Solutions LLC17,01015,449-1,5610.010.00-0.00sell
Ellis Investment Partners, LLC19,09513,331-5,7640.030.02-0.01sell
CENTAURUS FINANCIAL, INC.33,50312,404-21,0990.020.01-0.01sell
CoreCap Advisors, LLC106,91051,185-55,7250.050.02-0.03sell
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