Envestnet Portfolio Solutions’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,293
| Closed | -$443K | – | 1577 |
|
|
2024
Q4 | $443K | Buy |
1,293
+98
| +8% | +$33.6K | ﹤0.01% | 1297 |
|
|
2024
Q3 | $387K | Buy |
1,195
+169
| +16% | +$54.7K | ﹤0.01% | 1324 |
|
|
2024
Q2 | $307K | Sell |
1,026
-284
| -22% | -$84.9K | ﹤0.01% | 1368 |
|
|
2024
Q1 | $381K | Buy |
1,310
+690
| +111% | +$201K | ﹤0.01% | 1235 |
|
|
2023
Q4 | $241K | Buy |
620
+45
| +8% | +$17.5K | ﹤0.01% | 1407 |
|
|
2023
Q3 | $253K | Buy |
+575
| New | +$253K | ﹤0.01% | 1313 |
|