Evoke Wealth’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
+550
| New | +$225K | 0.01% | 524 |
|
|
2023
Q4 | – | Sell |
-537
| Closed | -$236K | – | 136 |
|
|
2023
Q3 | $236K | Buy |
+537
| New | +$236K | 0.01% | 332 |
|
|
2022
Q4 | – | Sell |
-431
| Closed | -$131K | – | 502 |
|
|
2022
Q3 | $131K | Buy |
431
+6
| +1% | +$1.82K | 0.01% | 378 |
|
|
2022
Q2 | $199K | Buy |
425
+11
| +3% | +$5.15K | 0.01% | 314 |
|
|
2022
Q1 | $226K | Sell |
414
-13
| -3% | -$7.1K | 0.01% | 333 |
|
|
2021
Q4 | $278K | Sell |
427
-5
| -1% | -$3.26K | 0.01% | 317 |
|
|
2021
Q3 | $314K | Buy |
432
+334
| +341% | +$243K | 0.01% | 277 |
|
|
2021
Q2 | $71K | Sell |
98
-17
| -15% | -$12.3K | ﹤0.01% | 486 |
|
|
2021
Q1 | $72K | Buy |
115
+41
| +55% | +$25.7K | ﹤0.01% | 410 |
|
|
2020
Q4 | $49K | Buy |
74
+19
| +35% | +$12.6K | ﹤0.01% | 380 |
|
|
2020
Q3 | $34K | Hold |
55
| – | – | ﹤0.01% | 406 |
|
|
2020
Q2 | $28K | Sell |
55
-1
| -2% | -$509 | ﹤0.01% | 419 |
|
|
2020
Q1 | $24.4K | Sell |
56
-40
| -42% | -$17.5K | ﹤0.01% | 410 |
|
|
2019
Q4 | $46.6K | Sell |
96
-1
| -1% | -$485 | 0.01% | 428 |
|
|
2019
Q3 | $40K | Buy |
+97
| New | +$40K | ﹤0.01% | 508 |
|