Family Management’s Charter Communications CHTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,648
Closed -$1.71M 156
2023
Q2
$1.71M Sell
4,648
-132
-3% -$48.5K 0.37% 48
2023
Q1
$1.71M Buy
4,780
+165
+4% +$59K 0.39% 50
2022
Q4
$1.56M Sell
4,615
-513
-10% -$174K 0.38% 56
2022
Q3
$1.56M Sell
5,128
-380
-7% -$115K 0.4% 51
2022
Q2
$2.58M Buy
+5,508
New +$2.58M 0.69% 45