B. Riley Wealth Advisors’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $281K | Sell |
819
-90
| -10% | -$30.8K | 0.01% | 894 |
|
|
2024
Q3 | $294K | Sell |
909
-142
| -14% | -$46K | 0.01% | 961 |
|
|
2024
Q2 | $314K | Buy |
1,051
+32
| +3% | +$9.57K | 0.01% | 1014 |
|
|
2024
Q1 | $448K | Sell |
1,019
-55
| -5% | -$24.2K | 0.01% | 843 |
|
|
2023
Q4 | $417K | Buy |
1,074
+55
| +5% | +$21.4K | 0.01% | 908 |
|
|
2023
Q3 | $448K | Buy |
1,019
+391
| +62% | +$172K | 0.01% | 843 |
|
|
2023
Q2 | $231K | Buy |
+628
| New | +$231K | 0.01% | 1273 |
|
|
2022
Q2 | – | Sell |
-622
| Closed | -$339K | – | 1261 |
|
|
2022
Q1 | $339K | Buy |
622
+1
| +0.2% | +$545 | 0.01% | 952 |
|
|
2021
Q4 | $405K | Buy |
621
+37
| +6% | +$24.1K | 0.01% | 928 |
|
|
2021
Q3 | $425K | Sell |
584
-5
| -0.8% | -$3.64K | 0.01% | 862 |
|
|
2021
Q2 | $417K | Sell |
589
-564
| -49% | -$399K | 0.01% | 858 |
|
|
2021
Q1 | $716K | Buy |
1,153
+694
| +151% | +$431K | 0.03% | 582 |
|
|
2020
Q4 | $305K | Sell |
459
-43
| -9% | -$28.6K | 0.02% | 747 |
|
|
2020
Q3 | $300K | Sell |
502
-38
| -7% | -$22.7K | 0.02% | 716 |
|
|
2020
Q2 | $276K | Buy |
+540
| New | +$276K | 0.02% | 657 |
|
|
2015
Q1 | – | Sell |
-160
| Closed | -$27 | – | 798 |
|
|
2014
Q4 | $27 | Buy |
+160
| New | +$27 | ﹤0.01% | 2407 |
|
|
2014
Q3 | – | Sell |
-160
| Closed | -$25.3K | – | 847 |
|
|
2014
Q2 | $25.3K | Buy |
+160
| New | +$25.3K | 0.01% | 1358 |
|