Capital Planning Advisors’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,271
| Closed | -$1.24M | – | 143 |
|
|
2022
Q1 | $1.24M | Buy |
2,271
+78
| +4% | +$42.6K | 0.27% | 75 |
|
|
2021
Q4 | $1.43M | Buy |
2,193
+60
| +3% | +$39.1K | 0.27% | 74 |
|
|
2021
Q3 | $1.55M | Buy |
2,133
+42
| +2% | +$30.6K | 0.32% | 72 |
|
|
2021
Q2 | $1.51M | Sell |
2,091
-26
| -1% | -$18.8K | 0.31% | 75 |
|
|
2021
Q1 | $1.31M | Buy |
2,117
+1,150
| +119% | +$709K | 0.29% | 74 |
|
|
2020
Q4 | $640K | Buy |
967
+405
| +72% | +$268K | 0.16% | 91 |
|
|
2020
Q3 | $351K | Buy |
+562
| New | +$351K | 0.1% | 103 |
|