DWM
Doyle Wealth Management’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-430
| Closed | -$268K | – | 213 |
|
|
2020
Q3 | $268K | Sell |
430
-5
| -1% | -$3.12K | 0.03% | 159 |
|
|
2020
Q2 | $222K | Sell |
435
-186
| -30% | -$94.9K | 0.03% | 163 |
|
|
2020
Q1 | $271K | Sell |
621
-19,039
| -97% | -$8.31M | 0.04% | 142 |
|
|
2019
Q4 | $9.54M | Sell |
19,660
-528
| -3% | -$256K | 1.19% | 37 |
|
|
2019
Q3 | $8.32M | Buy |
20,188
+475
| +2% | +$196K | 1.15% | 39 |
|
|
2019
Q2 | $7.79M | Sell |
19,713
-205
| -1% | -$81K | 1.08% | 39 |
|
|
2019
Q1 | $7.53M | Sell |
19,918
-1,589
| -7% | -$600K | 1.09% | 39 |
|
|
2018
Q4 | $6.13M | Sell |
21,507
-1,489
| -6% | -$424K | 1.03% | 37 |
|
|
2018
Q3 | $7.49M | Sell |
22,996
-152
| -0.7% | -$49.5K | 1.16% | 35 |
|
|
2018
Q2 | $6.79M | Buy |
23,148
+1,020
| +5% | +$299K | 1.12% | 37 |
|
|
2018
Q1 | $6.89M | Sell |
22,128
-505
| -2% | -$157K | 1.16% | 34 |
|
|
2017
Q4 | $7.6M | Buy |
22,633
+1,863
| +9% | +$626K | 1.28% | 30 |
|
|
2017
Q3 | $7.55M | Buy |
20,770
+946
| +5% | +$344K | 1.32% | 33 |
|
|
2017
Q2 | $6.68M | Buy |
19,824
+1,931
| +11% | +$650K | 1.24% | 36 |
|
|
2017
Q1 | $5.86M | Buy |
+17,893
| New | +$5.86M | 1.19% | 33 |
|