Crewe Advisors’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-62
| Closed | -$20.1K | – | 674 |
|
|
2024
Q3 | $20.1K | Hold |
62
| – | – | ﹤0.01% | 400 |
|
|
2024
Q2 | $18.5K | Hold |
62
| – | – | ﹤0.01% | 565 |
|
|
2024
Q1 | $18K | Buy |
+62
| New | +$18K | ﹤0.01% | 512 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | -$3.39K | – | 854 |
|
|
2022
Q4 | $3.39K | Sell |
10
-51
| -84% | -$17.3K | ﹤0.01% | 752 |
|
|
2022
Q3 | $19K | Buy |
61
+22
| +56% | +$6.85K | ﹤0.01% | 471 |
|
|
2022
Q2 | $18K | Buy |
+39
| New | +$18K | ﹤0.01% | 444 |
|
|
2021
Q4 | – | Sell |
-10
| Closed | -$7K | – | 410 |
|
|
2021
Q3 | $7K | Hold |
10
| – | – | ﹤0.01% | 280 |
|
|
2021
Q2 | $7K | Hold |
10
| – | – | ﹤0.01% | 300 |
|
|
2021
Q1 | $6K | Hold |
10
| – | – | ﹤0.01% | 342 |
|
|
2020
Q4 | $7K | Sell |
10
-1
| -9% | -$700 | ﹤0.01% | 303 |
|
|
2020
Q3 | $7K | Buy |
+11
| New | +$7K | ﹤0.01% | 293 |
|