Destination 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
2020
Q2
Sell
-517
Closed -$226K 149
2020
Q1
$226K Sell
517
-9
-2% -$3.93K 0.01% 154
2019
Q4
$255K Buy
+526
New +$255K 0.01% 141
2019
Q3
Sell
-1
Closed 203
2019
Q2
$0 Sell
1
-4
-80% ﹤0.01% 581
2019
Q1
$2K Buy
5
+4
+400% +$1.6K ﹤0.01% 586
2018
Q4
$0 Hold
1
﹤0.01% 538
2018
Q3
$0 Sell
1
-3
-75% ﹤0.01% 692
2018
Q2
$1K Buy
+4
New +$1K ﹤0.01% 485