MFS Global Tactical Allocation Portfolio SCHW Holdings History
MFS Global Tactical Allocation Portfolio's Charles Schwab Corp Holding Summary
As of 2025-03-31, MFS VARIABLE INSURANCE TRUST II held 28,652.00 shares of Charles Schwab Corp(SCHW), totaling $2.24 Mil. This investment constitutes 1.95% of their stock portfolio, and MFS VARIABLE INSURANCE TRUST II now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2019Q3. And since then MFS Global Tactical Allocation Portfolio has made 7 purchases of SCHW, at an average price of $49.13, for a total of 56,881.00 shares. In addition, there have been 12 sales at an average price of $66.27 for 28,229.00 shares. Based on historical transaction data and SCHW's current price of $95.80, MFS Global Tactical Allocation Portfolio's estimated gain on his SCHW holdings is $1.82 Mil, reflecting a 65.16% gain to date.
MFS Global Tactical Allocation Portfolio SCHW ($95.80) Holding Chart
MFS Global Tactical Allocation Portfolio SCHW ($95.80) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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