Center for Financial Planning’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5
| Closed | -$1.45K | – | 590 |
|
|
2024
Q1 | $1.45K | Buy |
+5
| New | +$1.45K | ﹤0.01% | 541 |
|
|
2022
Q3 | – | Sell |
-2
| Closed | -$1K | – | 644 |
|
|
2022
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 492 |
|
|
2022
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 493 |
|
|
2021
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 502 |
|
|
2021
Q2 | – | Sell |
-7
| Closed | -$4K | – | 503 |
|
|
2021
Q1 | $4K | Hold |
7
| – | – | ﹤0.01% | 455 |
|
|
2020
Q4 | $5K | Hold |
7
| – | – | ﹤0.01% | 395 |
|
|
2020
Q3 | $4K | Hold |
7
| – | – | ﹤0.01% | 367 |
|
|
2020
Q2 | $4K | Sell |
7
-1
| -13% | -$571 | ﹤0.01% | 375 |
|
|
2020
Q1 | $3K | Hold |
8
| – | – | ﹤0.01% | 455 |
|
|
2019
Q4 | $4K | Buy |
+8
| New | +$4K | ﹤0.01% | 380 |
|