CWS
Cypress Wealth Services’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,279
| Closed | -$1.16M | – | 35 |
|
|
2020
Q2 | $1.16M | Buy |
2,279
+2
| +0.1% | +$1.02K | 0.28% | 87 |
|
|
2020
Q1 | $993K | Hold |
2,277
| – | – | 0.29% | 89 |
|
|
2019
Q4 | $1.11M | Hold |
2,277
| – | – | 0.28% | 93 |
|
|
2019
Q3 | $938K | Hold |
2,277
| – | – | 0.26% | 100 |
|
|
2019
Q2 | $900K | Hold |
2,277
| – | – | 0.26% | 100 |
|
|
2019
Q1 | $790K | Sell |
2,277
-1
| -0% | -$347 | 0.25% | 96 |
|
|
2018
Q4 | $649K | Hold |
2,278
| – | – | 0.26% | 95 |
|
|
2018
Q3 | $742K | Hold |
2,278
| – | – | 0.27% | 93 |
|
|
2018
Q2 | $668K | Hold |
2,278
| – | – | 0.25% | 97 |
|
|
2018
Q1 | $709K | Buy |
2,278
+1
| +0% | +$311 | 0.3% | 87 |
|
|
2017
Q4 | $765K | Buy |
+2,277
| New | +$765K | 0.32% | 85 |
|