Dynamic Advisor Solutions’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-913
| Closed | -$340K | – | 936 |
|
|
2023
Q4 | $340K | Buy |
913
+87
| +11% | +$32.4K | 0.01% | 677 |
|
|
2023
Q3 | $363K | Buy |
+826
| New | +$363K | 0.02% | 607 |
|
|
2023
Q2 | – | Sell |
-740
| Closed | -$265K | – | 812 |
|
|
2023
Q1 | $265K | Buy |
740
+37
| +5% | +$13.2K | 0.02% | 623 |
|
|
2022
Q4 | $238K | Buy |
+703
| New | +$238K | 0.02% | 612 |
|