DWM
Darwin Wealth Management’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3
| Closed | -$972 | – | 647 |
|
|
2024
Q3 | $972 | Buy |
+3
| New | +$972 | ﹤0.01% | 566 |
|
|
2021
Q3 | – | Sell |
-5,002
| Closed | -$3.61M | – | 174 |
|
|
2021
Q2 | $3.61M | Sell |
5,002
-658
| -12% | -$475K | 0.59% | 34 |
|
|
2021
Q1 | $3.49M | Buy |
+5,660
| New | +$3.49M | 0.61% | 42 |
|