Baldwin Wealth Partners’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 | – | Sell |
-36
| Closed | -$11.7K | – | 368 |
|
|
2024
Q3 | $11.7K | Buy |
+36
| New | +$11.7K | ﹤0.01% | 773 |
|
|
2024
Q1 | – | Sell |
-45
| Closed | -$17.5K | – | 701 |
|
|
2023
Q4 | $17.5K | Sell |
45
-42
| -48% | -$16.3K | ﹤0.01% | 518 |
|
|
2023
Q3 | $38.3K | Sell |
87
-14
| -14% | -$6.16K | ﹤0.01% | 428 |
|
|
2023
Q2 | $37.1K | Sell |
101
-14
| -12% | -$5.14K | ﹤0.01% | 452 |
|
|
2023
Q1 | $41.1K | Hold |
115
| – | – | ﹤0.01% | 437 |
|
|
2022
Q4 | $39K | Hold |
115
| – | – | ﹤0.01% | 445 |
|
|
2022
Q3 | $35K | Hold |
115
| – | – | ﹤0.01% | 373 |
|
|
2022
Q2 | $54K | Hold |
115
| – | – | 0.01% | 345 |
|
|
2022
Q1 | $63K | Hold |
115
| – | – | 0.01% | 338 |
|
|
2021
Q4 | $75K | Hold |
115
| – | – | 0.01% | 306 |
|
|
2021
Q3 | $84K | Hold |
115
| – | – | 0.01% | 282 |
|
|
2021
Q2 | $83K | Hold |
115
| – | – | 0.01% | 295 |
|
|
2021
Q1 | $71K | Hold |
115
| – | – | 0.01% | 295 |
|
|
2020
Q4 | $76K | Hold |
115
| – | – | 0.01% | 273 |
|
|
2020
Q3 | $72K | Hold |
115
| – | – | 0.01% | 257 |
|
|
2020
Q2 | $59K | Hold |
115
| – | – | 0.01% | 269 |
|
|
2020
Q1 | $50K | Hold |
115
| – | – | 0.01% | 270 |
|
|
2019
Q4 | $56K | Hold |
115
| – | – | 0.01% | 302 |
|
|
2019
Q3 | $47K | Hold |
115
| – | – | 0.01% | 315 |
|
|
2019
Q2 | $45K | Hold |
115
| – | – | 0.01% | 319 |
|
|
2019
Q1 | $40K | Hold |
115
| – | – | 0.01% | 324 |
|
|
2018
Q4 | $33K | Hold |
115
| – | – | 0.01% | 324 |
|
|
2018
Q3 | $37K | Hold |
115
| – | – | 0.01% | 345 |
|
|
2018
Q2 | $34K | Hold |
115
| – | – | 0.01% | 350 |
|
|
2018
Q1 | $36K | Hold |
115
| – | – | 0.01% | 329 |
|
|
2017
Q4 | $39K | Hold |
115
| – | – | 0.01% | 322 |
|
|
2017
Q3 | $42K | Hold |
115
| – | – | 0.01% | 304 |
|
|
2017
Q2 | $39K | Hold |
115
| – | – | 0.01% | 318 |
|
|
2017
Q1 | $38K | Buy |
+115
| New | +$38K | 0.01% | 317 |
|