BWM
Biltmore Wealth Management’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-769
| Closed | -$299K | – | 55 |
|
|
2024
Q1 | $299K | Hold |
769
| – | – | 0.14% | 47 |
|
|
2023
Q4 | $299K | Hold |
769
| – | – | 0.14% | 47 |
|
|
2023
Q3 | $338K | Hold |
769
| – | – | 0.16% | 45 |
|
|
2023
Q2 | $283K | Buy |
769
+89
| +13% | +$32.7K | 0.12% | 45 |
|
|
2023
Q1 | $243K | Hold |
680
| – | – | 0.1% | 45 |
|
|
2022
Q4 | $231K | Hold |
680
| – | – | 0.1% | 45 |
|
|
2022
Q3 | $206K | Buy |
680
+246
| +57% | +$74.5K | 0.09% | 45 |
|
|
2022
Q2 | $203K | Sell |
434
-5
| -1% | -$2.34K | 0.09% | 50 |
|
|
2022
Q1 | $239K | Buy |
439
+6
| +1% | +$3.27K | 0.09% | 48 |
|
|
2021
Q4 | $282K | Sell |
433
-66
| -13% | -$43K | 0.11% | 45 |
|
|
2021
Q3 | $363K | Buy |
+499
| New | +$363K | 0.15% | 42 |
|