Stock TransactionsMFS CHARTER INCOME TR

Total Bought
672,728
5 transactions
Total Sold
286,506
6 transactions
Net
+386,222
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
SIT INVESTMENT ASSOCIATES INC1,591,3282,081,087+489,7590.230.30+0.07buy
Allspring Global Investments Holdings, LLC1,651,4291,773,447+122,0180.020.020.00buy
RIVERBRIDGE PARTNERS LLC38,48786,396+47,9090.000.01+0.00buy
ASHTON THOMAS SECURITIES, LLC44,75053,650+8,9000.060.09+0.04buy
Stonebridge Financial Planning Group, LLC48,79152,933+4,1420.150.15-0.00buy
Valley Brook Capital Group, Inc.25,92223,850-2,0720.120.11-0.01sell
L.M. KOHN & COMPANY38,21534,541-3,6740.060.06-0.01sell
PEAPACK GLADSTONE FINANCIAL CORP65,77049,344-16,4260.010.00-0.00sell
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC76,70511,675-65,0300.030.01-0.03sell
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.125,21360,137-65,0760.080.04-0.04sell
Shaker Financial Services, LLC448,297314,069-134,2281.110.77-0.34sell
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