Beacon Pointe Wealth Advisors’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,022
| Closed | -$420K | – | 273 |
|
|
2019
Q3 | $420K | Sell |
1,022
-35
| -3% | -$14.4K | 0.09% | 172 |
|
|
2019
Q2 | $418K | Hold |
1,057
| – | – | 0.09% | 177 |
|
|
2019
Q1 | $366K | Hold |
1,057
| – | – | 0.08% | 184 |
|
|
2018
Q4 | $301K | Buy |
+1,057
| New | +$301K | 0.11% | 168 |
|