B. Riley Wealth Advisors’s Charter Communications CHTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$281K	Sell	819 -90	-10%	-$32.5K	0.01%	894
2024 Q3	$294K	Sell	909 -142	-14%	-$47.8K	0.01%	961
2024 Q2	$314K	Buy	1,051 +32	+3%	+$8.73K	0.01%	1014
2024 Q1	$448K	Sell	1,019 -55	-5%	-$17.7K	0.01%	843
2023 Q4	$417K	Buy	1,074 +55	+5%	+$22.4K	0.01%	908
2023 Q3	$448K	Buy	1,019 +391	+62%	+$163K	0.01%	843
2023 Q2	$231K	Buy	+628	New	+$214K	0.01%	1273
2022 Q2	–	Sell	-622	Closed	-$339K	–	1261
2022 Q1	$339K	Buy	622 +1	+0.2%	+$587	0.01%	952
2021 Q4	$405K	Buy	621 +37	+6%	+$25.2K	0.01%	928
2021 Q3	$425K	Sell	584 -5	-0.8%	-$3.79K	0.01%	862
2021 Q2	$417K	Sell	589 -564	-49%	-$380K	0.01%	858
2021 Q1	$716K	Buy	1,153 +694	+151%	+$434K	0.03%	582
2020 Q4	$305K	Sell	459 -43	-9%	-$27.4K	0.02%	747
2020 Q3	$300K	Sell	502 -38	-7%	-$22.4K	0.02%	716
2020 Q2	$276K	Buy	+540	New	+$274K	0.02%	657
2015 Q1	–	Sell	-160	Closed	-$27	–	800
2014 Q4	$27	Buy	+160	New	+$25.3K	﹤0.01%	2410
2014 Q3	–	Sell	-160	Closed	-$25.3K	–	847
2014 Q2	$25.3K	Buy	+160	New	+$22.1K	0.01%	1358