BSW Wealth Partners’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-610
| Closed | -$286K | – | 275 |
|
|
2022
Q2 | $286K | Sell |
610
-33
| -5% | -$15.5K | 0.07% | 200 |
|
|
2022
Q1 | $351K | Buy |
643
+183
| +40% | +$99.9K | 0.09% | 174 |
|
|
2021
Q4 | $300K | Sell |
460
-79
| -15% | -$51.5K | 0.08% | 196 |
|
|
2021
Q3 | $392K | Buy |
539
+80
| +17% | +$58.2K | 0.11% | 130 |
|
|
2021
Q2 | $331K | Buy |
459
+51
| +13% | +$36.8K | 0.09% | 158 |
|
|
2021
Q1 | $252K | Buy |
+408
| New | +$252K | 0.07% | 171 |
|