BWA
Burt Wealth Advisors’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-358
| Closed | -$233K | – | 101 |
|
|
2021
Q4 | $233K | Hold |
358
| – | – | 0.08% | 84 |
|
|
2021
Q3 | $260K | Hold |
358
| – | – | 0.08% | 81 |
|
|
2021
Q2 | $258K | Hold |
358
| – | – | 0.09% | 78 |
|
|
2021
Q1 | $221K | Hold |
358
| – | – | 0.08% | 87 |
|
|
2020
Q4 | $237K | Hold |
358
| – | – | 0.08% | 79 |
|
|
2020
Q3 | $224K | Hold |
358
| – | – | 0.08% | 75 |
|
|
2020
Q2 | $183K | Hold |
358
| – | – | 0.07% | 85 |
|
|
2020
Q1 | $156K | Hold |
358
| – | – | 0.07% | 89 |
|
|
2019
Q4 | $174K | Hold |
358
| – | – | 0.07% | 88 |
|
|
2019
Q3 | $148K | Hold |
358
| – | – | 0.06% | 100 |
|
|
2019
Q2 | $141K | Hold |
358
| – | – | 0.06% | 102 |
|
|
2019
Q1 | $124K | Hold |
358
| – | – | 0.06% | 106 |
|
|
2018
Q4 | $102K | Sell |
358
-1
| -0.3% | -$285 | 0.05% | 123 |
|
|
2018
Q3 | $117K | Hold |
359
| – | – | 0.05% | 124 |
|
|
2018
Q2 | $105K | Hold |
359
| – | – | 0.05% | 122 |
|
|
2018
Q1 | $112K | Sell |
359
-3
| -0.8% | -$936 | 0.06% | 119 |
|
|
2017
Q4 | $122K | Buy |
362
+70
| +24% | +$23.6K | 0.08% | 114 |
|
|
2017
Q3 | $106K | Sell |
292
-60
| -17% | -$21.8K | 0.07% | 122 |
|
|
2017
Q2 | $118K | Hold |
352
| – | – | 0.08% | 105 |
|
|
2017
Q1 | $115K | Hold |
352
| – | – | 0.08% | 99 |
|
|
2016
Q4 | $101K | Hold |
352
| – | – | 0.09% | 115 |
|
|
2016
Q3 | $95K | Sell |
352
-3
| -0.8% | -$810 | 0.1% | 106 |
|
|
2016
Q2 | $81K | Buy |
355
+240
| +209% | +$54.8K | 0.09% | 117 |
|
|
2016
Q1 | $23K | Hold |
115
| – | – | 0.02% | 230 |
|
|
2015
Q4 | $21K | Hold |
115
| – | – | 0.02% | 198 |
|
|
2015
Q3 | $20K | Hold |
115
| – | – | 0.02% | 185 |
|
|
2015
Q2 | $19K | Buy |
+115
| New | +$19K | 0.02% | 208 |
|