Berman Capital Advisors’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $460K | Buy |
634
+74
| +13% | +$53.7K | 0.07% | 143 |
|
|
2021
Q2 | $403K | Buy |
560
+45
| +9% | +$32.4K | 0.06% | 142 |
|
|
2021
Q1 | $316K | Buy |
515
+57
| +12% | +$35K | 0.07% | 141 |
|
|
2020
Q4 | $302K | Buy |
458
+49
| +12% | +$32.3K | 0.07% | 121 |
|
|
2020
Q3 | $254K | Sell |
409
-4
| -1% | -$2.48K | 0.07% | 126 |
|
|
2020
Q2 | $209K | Buy |
413
+16
| +4% | +$8.1K | 0.05% | 141 |
|
|
2020
Q1 | $172K | Buy |
397
+63
| +19% | +$27.3K | 0.06% | 139 |
|
|
2019
Q4 | $161K | Hold |
334
| – | – | 0.05% | 161 |
|
|
2019
Q3 | $136K | Buy |
334
+15
| +5% | +$6.11K | 0.04% | 173 |
|
|
2019
Q2 | $125K | Sell |
319
-5
| -2% | -$1.96K | 0.04% | 180 |
|
|
2019
Q1 | $111K | Buy |
324
+82
| +34% | +$28.1K | 0.04% | 183 |
|
|
2018
Q4 | $68K | Buy |
+242
| New | +$68K | 0.03% | 219 |
|