Connecticut Wealth Management’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-458
| Closed | -$298K | – | 194 |
|
|
2021
Q4 | $298K | Hold |
458
| – | – | 0.02% | 160 |
|
|
2021
Q3 | $333K | Buy |
458
+14
| +3% | +$10.2K | 0.03% | 148 |
|
|
2021
Q2 | $320K | Sell |
444
-46
| -9% | -$33.2K | 0.03% | 143 |
|
|
2021
Q1 | $302K | Hold |
490
| – | – | 0.03% | 128 |
|
|
2020
Q4 | $324K | Sell |
490
-1
| -0.2% | -$661 | 0.03% | 146 |
|
|
2020
Q3 | $306K | Buy |
491
+47
| +11% | +$29.3K | 0.03% | 158 |
|
|
2020
Q2 | $226K | Buy |
+444
| New | +$226K | 0.03% | 133 |
|
|
2020
Q1 | – | Sell |
-444
| Closed | -$215K | – | 143 |
|
|
2019
Q4 | $215K | Buy |
+444
| New | +$215K | 0.02% | 153 |
|