Northwestern Mutual Wealth Management CO Mfs Charter Income Trust Transaction History

Northwestern Mutual Wealth Management CO

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$6.23 - $6.5 $4,174 - $4,355	670 New	670 $4,000
Q4 2021 Feb 03, 2022	SELL	$8.34 - $8.72 $3,644 - $3,810	-437 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$8.48 - $8.84 $3,705 - $3,863	437 New	437 $4,000
Q2 2021 Aug 13, 2021	SELL	$8.48 - $8.96 $15,145 - $16,002	-1,786 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$8.45 - $9.03 $15,091 - $16,127	1,786 New	1,786 $15,000
Q3 2019 Nov 12, 2019	SELL	$8.08 - $8.4 $1,850 - $1,923	-229 Closed	0 $0
Q2 2019 Aug 12, 2019	BUY	$7.82 - $8.15 $39 - $40	5 Added 2.23%	229 $2,000
Q1 2019 May 10, 2019	BUY	$7.42 - $7.9 $37 - $39	5 Added 2.28%	224 $2,000
Q4 2018 Feb 12, 2019	SELL	$7.06 - $7.84 $1,037 - $1,152	-147 Reduced 40.16%	219 $2,000
Q3 2018 Nov 01, 2018	BUY	$7.75 - $7.98 $1,209 - $1,244	156 Added 74.29%	366 $3,000
Q2 2018 Aug 10, 2018	BUY	$7.86 - $8.21 $15 - $16	2 Added 0.96%	210 $2,000
Q1 2018 May 14, 2018	BUY	$8.04 - $8.54 $1,672 - $1,776	208 New	208 $2,000

15.2M

Ticker MCR
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
MFS Charter Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in the fixed income markets across the globe. It invests primarily in corporate bonds of U.S. or foreign issuers, U.S. Government securities, foreign government securities, mortgage-backed, and ot...

Get notified when there are updates to the investment portfolio of Northwestern Mutual Wealth Management CO, based on Form 13F filings with the SEC.

Stay updated on Northwestern Mutual Wealth Management CO with notifications on news.