Avitas 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
Q3 | – | Sell |
-2,996
| Closed | -$1.4M | – | 191 |
|
|
2022
Q2 | $1.4M | Sell |
2,996
-1,062
| -26% | -$498K | 0.31% | 103 |
|
|
2022
Q1 | $2.21M | Buy |
4,058
+59
| +1% | +$32.2K | 0.4% | 80 |
|
|
2021
Q4 | $2.61M | Buy |
3,999
+73
| +2% | +$47.6K | 0.44% | 87 |
|
|
2021
Q3 | $2.86M | Sell |
3,926
-7
| -0.2% | -$5.09K | 0.52% | 78 |
|
|
2021
Q2 | $2.84M | Buy |
3,933
+1,272
| +48% | +$918K | 0.51% | 75 |
|
|
2021
Q1 | $1.64M | Buy |
2,661
+111
| +4% | +$68.5K | 0.32% | 110 |
|
|
2020
Q4 | $1.69M | Buy |
+2,550
| New | +$1.69M | 0.34% | 115 |
|