First Trust Direct Indexing’s Charter Communications CHTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$806K Buy
2024
Q2
$722K Buy
2024
Q1
$428K Sell
2023
Q4
$639K Buy
2023
Q3
$675K Buy
2023
Q2
$496K Sell
2023
Q1
$609K Buy
2022
Q4
$538K Sell
2022
Q3
$543K Sell
2022
Q2
$983K Buy
2022
Q1
$1.09M Buy
2021
Q4
$1.23M Sell
2021
Q3
$1.43M Buy
2021
Q2
$1.33M Buy
2021
Q1
$686K Buy
2020
Q4
$534K Buy