BerganKDV Wealth Management’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $180K | Sell |
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|
2023
Q1 | $175K | Sell |
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|
2022
Q4 | $166K | Sell |
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|
2022
Q3 | $152K | Sell |
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|
2022
Q2 | $237K | Hold |
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|
2022
Q1 | $275K | Hold |
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|
2021
Q4 | $329K | Hold |
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|
2021
Q3 | $367K | Buy |
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|
2021
Q2 | $12K | Hold |
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|
2021
Q1 | $10K | Hold |
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|
2020
Q4 | $11K | Buy |
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|
2020
Q3 | $8K | Sell |
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|
2020
Q2 | $31K | Buy |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $6K | Buy |
|