Baystate 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
2023
Q4
$22.2K Hold
57
﹤0.01% 537
2023
Q3
$25.1K Hold
57
﹤0.01% 445
2023
Q2
$20.9K Sell
57
-9
-14% -$3.31K ﹤0.01% 457
2023
Q1
$23.6K Hold
66
﹤0.01% 439
2022
Q4
$22K Hold
66
﹤0.01% 441
2022
Q3
$20K Buy
66
+9
+16% +$2.73K ﹤0.01% 426
2022
Q2
$27K Hold
57
﹤0.01% 405
2022
Q1
$31K Hold
57
﹤0.01% 387
2021
Q4
$37K Hold
57
﹤0.01% 364
2021
Q3
$41K Hold
57
﹤0.01% 316
2021
Q2
$41K Hold
57
﹤0.01% 301
2021
Q1
$35K Hold
57
﹤0.01% 295
2020
Q4
$38K Sell
57
-12
-17% -$8K ﹤0.01% 277
2020
Q3
$43K Hold
69
0.01% 236
2020
Q2
$35K Buy
69
+54
+360% +$27.4K ﹤0.01% 251
2020
Q1
$7K Buy
15
+3
+25% +$1.4K ﹤0.01% 399
2019
Q4
$6K Hold
12
﹤0.01% 434
2019
Q3
$5K Hold
12
﹤0.01% 411
2019
Q2
$5K Hold
12
﹤0.01% 424
2019
Q1
$4K Hold
12
﹤0.01% 446
2018
Q4
$3K Hold
12
﹤0.01% 474
2018
Q3
$4K Hold
12
﹤0.01% 448
2018
Q2
$4K Sell
12
-50
-81% -$16.7K ﹤0.01% 467
2018
Q1
$19K Buy
62
+50
+417% +$15.3K ﹤0.01% 287
2017
Q4
$4K Hold
12
﹤0.01% 442
2017
Q3
$4K Hold
12
﹤0.01% 428
2017
Q2
$4K Buy
+12
New +$4K ﹤0.01% 430
2017
Q1
Sell
-11
Closed -$3K 400
2016
Q4
$3K Buy
+11
New +$3K ﹤0.01% 385