BerganKDV 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
Q2 | $180K | Sell |
489
-1
| -0.2% | -$367 | 0.02% | 235 |
|
|
2023
Q1 | $175K | Sell |
490
-1
| -0.2% | -$358 | 0.02% | 243 |
|
|
2022
Q4 | $166K | Sell |
491
-11
| -2% | -$3.73K | 0.02% | 248 |
|
|
2022
Q3 | $152K | Sell |
502
-3
| -0.6% | -$908 | 0.02% | 250 |
|
|
2022
Q2 | $237K | Hold |
505
| – | – | 0.03% | 231 |
|
|
2022
Q1 | $275K | Hold |
505
| – | – | 0.03% | 223 |
|
|
2021
Q4 | $329K | Hold |
505
| – | – | 0.03% | 225 |
|
|
2021
Q3 | $367K | Buy |
505
+489
| +3,056% | +$355K | 0.04% | 203 |
|
|
2021
Q2 | $12K | Hold |
16
| – | – | ﹤0.01% | 577 |
|
|
2021
Q1 | $10K | Hold |
16
| – | – | ﹤0.01% | 574 |
|
|
2020
Q4 | $11K | Buy |
16
+3
| +23% | +$2.06K | ﹤0.01% | 552 |
|
|
2020
Q3 | $8K | Sell |
13
-48
| -79% | -$29.5K | ﹤0.01% | 523 |
|
|
2020
Q2 | $31K | Buy |
61
+48
| +369% | +$24.4K | 0.01% | 406 |
|
|
2020
Q1 | $6K | Hold |
13
| – | – | ﹤0.01% | 548 |
|
|
2019
Q4 | $6K | Buy |
+13
| New | +$6K | ﹤0.01% | 588 |
|