Evolution Wealth Advisors’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-28
| Closed | -$20K | – | 244 |
|
|
2021
Q3 | $20K | Hold |
28
| – | – | ﹤0.01% | 313 |
|
|
2021
Q2 | $20K | Hold |
28
| – | – | ﹤0.01% | 303 |
|
|
2021
Q1 | $17K | Hold |
28
| – | – | ﹤0.01% | 321 |
|
|
2020
Q4 | $19K | Sell |
28
-186
| -87% | -$126K | ﹤0.01% | 271 |
|
|
2020
Q3 | $134K | Hold |
214
| – | – | 0.04% | 123 |
|
|
2020
Q2 | $109K | Buy |
+214
| New | +$109K | 0.04% | 108 |
|
|
2020
Q1 | – | Sell |
-29
| Closed | -$14K | – | 369 |
|
|
2019
Q4 | $14K | Buy |
29
+1
| +4% | +$483 | ﹤0.01% | 256 |
|
|
2019
Q3 | $12K | Buy |
28
+3
| +12% | +$1.29K | 0.01% | 149 |
|
|
2019
Q2 | $10K | Buy |
+25
| New | +$10K | ﹤0.01% | 171 |
|