CWP
Curated Wealth Partners’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-483
| Closed | -$316K | – | 134 |
|
|
2022
Q1 | $316K | Hold |
483
| – | – | 0.11% | 106 |
|
|
2021
Q4 | $316K | Buy |
483
+14
| +3% | +$9.16K | 0.1% | 109 |
|
|
2021
Q3 | $341K | Buy |
469
+2
| +0.4% | +$1.45K | 0.19% | 103 |
|
|
2021
Q2 | $337K | Sell |
467
-152
| -25% | -$110K | 0.18% | 104 |
|
|
2021
Q1 | $382K | Buy |
619
+110
| +22% | +$67.9K | 0.23% | 88 |
|
|
2020
Q4 | $337K | Buy |
+509
| New | +$337K | 0.22% | 92 |
|