Avantax Planning Partners’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,379
| Closed | -$6.04M | – | 452 |
|
|
2025
Q1 | $6.04M | Buy |
+16,379
| New | +$6.04M | 0.21% | 78 |
|
|
2020
Q4 | – | Sell |
-387
| Closed | -$242K | – | 292 |
|
|
2020
Q3 | $242K | Buy |
+387
| New | +$242K | 0.01% | 256 |
|
|
2018
Q4 | – | Sell |
-334
| Closed | -$109K | – | 434 |
|
|
2018
Q3 | $109K | Buy |
+334
| New | +$109K | 0.01% | 329 |
|
|
2018
Q2 | – | Sell |
-387
| Closed | -$120K | – | 446 |
|
|
2018
Q1 | $120K | Buy |
+387
| New | +$120K | 0.01% | 379 |
|
|
2017
Q4 | – | Sell |
-1,141
| Closed | -$415K | – | 317 |
|
|
2017
Q3 | $415K | Buy |
1,141
+30
| +3% | +$10.9K | 0.03% | 231 |
|
|
2017
Q2 | $374K | Sell |
1,111
-60
| -5% | -$20.2K | 0.03% | 225 |
|
|
2017
Q1 | $383K | Sell |
1,171
-123
| -10% | -$40.2K | 0.03% | 209 |
|
|
2016
Q4 | $373K | Buy |
+1,294
| New | +$373K | 0.04% | 201 |
|