Accel Wealth Management’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-89
| Closed | -$31.8K | – | 283 |
|
|
2023
Q1 | $31.8K | Hold |
89
| – | – | 0.01% | 586 |
|
|
2022
Q4 | $30.2K | Hold |
89
| – | – | 0.01% | 451 |
|
|
2022
Q3 | $29K | Hold |
89
| – | – | 0.02% | 476 |
|
|
2022
Q2 | $42K | Buy |
89
+4
| +5% | +$1.89K | 0.02% | 383 |
|
|
2022
Q1 | $48K | Hold |
85
| – | – | 0.02% | 384 |
|
|
2021
Q4 | $55K | Hold |
85
| – | – | 0.03% | 365 |
|
|
2021
Q3 | $62K | Hold |
85
| – | – | 0.04% | 291 |
|
|
2021
Q2 | $61K | Hold |
85
| – | – | 0.04% | 306 |
|
|
2021
Q1 | $52K | Sell |
85
-31
| -27% | -$19K | 0.04% | 303 |
|
|
2020
Q4 | $77K | Buy |
+116
| New | +$77K | 0.07% | 234 |
|