Estate Counselors’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 |
-3,225
| Closed | -$1.25M | – | 120 |
|
|
2023
Q4 | $1.25M | Hold |
3,225
| – | – | 0.15% | 91 |
|
|
2023
Q3 | $1.42M | Sell |
3,225
-10
| -0.3% | -$4.4K | 0.19% | 72 |
|
|
2023
Q2 | $1.19M | Hold |
3,235
| – | – | 0.15% | 99 |
|
|
2023
Q1 | $1.16M | Buy |
+3,235
| New | +$1.16M | 0.15% | 94 |
|
|
2020
Q2 | – | Sell |
-960
| Closed | -$419K | – | 161 |
|
|
2020
Q1 | $419K | Buy |
+960
| New | +$419K | 0.07% | 91 |
|