Altium Wealth Management’s Charter Communications CHTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$230K Sell
490
-750
-60% -$352K 0.02% 333
2022
Q1
$676K Buy
1,240
+35
+3% +$19.1K 0.04% 210
2021
Q4
$786K Sell
1,205
-25
-2% -$16.3K 0.05% 182
2021
Q3
$895K Buy
1,230
+67
+6% +$48.8K 0.06% 150
2021
Q2
$839K Buy
1,163
+52
+5% +$37.5K 0.06% 150
2021
Q1
$686K Buy
1,111
+120
+12% +$74.1K 0.06% 168
2020
Q4
$656K Buy
991
+161
+19% +$107K 0.06% 145
2020
Q3
$518K Buy
830
+30
+4% +$18.7K 0.05% 161
2020
Q2
$408K Buy
800
+61
+8% +$31.1K 0.05% 220
2020
Q1
$322K Buy
739
+152
+26% +$66.2K 0.04% 197
2019
Q4
$285K Buy
587
+6
+1% +$2.91K 0.03% 226
2019
Q3
$239K Buy
581
+21
+4% +$8.64K 0.03% 243
2019
Q2
$221K Buy
+560
New +$221K 0.03% 250