Financial Synergies 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
2023
Q4
Sell
-2
Closed -$880 478
2023
Q3
$880 Hold
2
﹤0.01% 392
2023
Q2
$735 Buy
+2
New +$735 ﹤0.01% 419
2022
Q3
Sell
-3
Closed -$1.41K 479
2022
Q2
$1.41K Buy
+3
New +$1.41K ﹤0.01% 276