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Concurrent Investment Advisors’s Charter Communications CHTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-726
Closed -$211K 947
2024
Q1
$211K Sell
726
-26
-3% -$7.56K 0.01% 790
2023
Q4
$292K Buy
+752
New +$292K 0.01% 653