Genovese Burford & Brothers Wealth & Retirement Plan Management’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-8
| Closed | -$2K | – | 135 |
|
2018
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 401 |
|
2018
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 404 |
|
2017
Q4 | $4K | Sell |
8
-20
| -71% | -$10K | 0.01% | 213 |
|
2017
Q3 | $10K | Buy |
28
+8
| +40% | +$2.86K | ﹤0.01% | 279 |
|
2017
Q2 | $6K | Hold |
20
| – | – | ﹤0.01% | 301 |
|
2017
Q1 | $7K | Hold |
20
| – | – | ﹤0.01% | 326 |
|
2016
Q4 | $6K | Hold |
20
| – | – | ﹤0.01% | 368 |
|
2016
Q3 | $5K | Hold |
20
| – | – | ﹤0.01% | 341 |
|
2016
Q2 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 327 |
|