Disciplined Equity Management’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-215
| Closed | -$83.6K | – | 68 |
|
|
2023
Q4 | $83.6K | Buy |
+215
| New | +$83.6K | 0.06% | 64 |
|
|
2022
Q3 | – | Sell |
-1,199
| Closed | -$562K | – | 54 |
|
|
2022
Q2 | $562K | Buy |
1,199
+30
| +3% | +$14.1K | 0.51% | 33 |
|
|
2022
Q1 | $638K | Buy |
1,169
+78
| +7% | +$42.6K | 0.64% | 31 |
|
|
2021
Q4 | $711K | Buy |
+1,091
| New | +$711K | 0.69% | 28 |
|