Arkadios Wealth Advisors’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Buy |
+2,296
| New | +$939K | 0.03% | 592 |
|
|
2021
Q4 | – | Sell |
-237
| Closed | -$172K | – | 760 |
|
|
2021
Q3 | $172K | Sell |
237
-4
| -2% | -$2.9K | 0.02% | 547 |
|
|
2021
Q2 | $173K | Buy |
241
+2
| +0.8% | +$1.44K | 0.02% | 571 |
|
|
2021
Q1 | $147K | Buy |
239
+51
| +27% | +$31.4K | 0.02% | 458 |
|
|
2020
Q4 | $124K | Buy |
188
+1
| +0.5% | +$660 | 0.03% | 401 |
|
|
2020
Q3 | $119K | Sell |
187
-73
| -28% | -$46.3K | 0.06% | 256 |
|
|
2020
Q2 | $141K | Buy |
260
+31
| +14% | +$16.8K | 0.08% | 206 |
|
|
2020
Q1 | $99.9K | Hold |
229
| – | – | 0.06% | 236 |
|
|
2019
Q4 | $122K | Buy |
+229
| New | +$122K | 0.07% | 205 |
|