EWM
Evermay Wealth Management’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$389 | – | 633 |
|
|
2023
Q4 | $389 | Buy |
+1
| New | +$389 | ﹤0.01% | 588 |
|
|
2022
Q2 | – | Sell |
-20
| Closed | -$11K | – | 521 |
|
|
2022
Q1 | $11K | Hold |
20
| – | – | ﹤0.01% | 409 |
|
|
2021
Q4 | $13K | Hold |
20
| – | – | ﹤0.01% | 385 |
|
|
2021
Q3 | $15K | Hold |
20
| – | – | ﹤0.01% | 356 |
|
|
2021
Q2 | $14K | Buy |
+20
| New | +$14K | ﹤0.01% | 377 |
|