IWA
IBEX Wealth Advisors’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,663
| Closed | -$1.94M | – | 228 |
|
|
2021
Q3 | $1.94M | Buy |
2,663
+2,052
| +336% | +$1.49M | 0.37% | 90 |
|
|
2021
Q2 | $441K | Buy |
+611
| New | +$441K | 0.09% | 125 |
|
|
2019
Q3 | – | Sell |
-126
| Closed | -$49K | – | 123 |
|
|
2019
Q2 | $49K | Buy |
+126
| New | +$49K | 0.01% | 222 |
|
|
2017
Q4 | – | Sell |
-5,141
| Closed | -$1.88M | – | 93 |
|
|
2017
Q3 | $1.88M | Buy |
5,141
+57
| +1% | +$20.9K | 0.7% | 59 |
|
|
2017
Q2 | $1.71M | Buy |
5,084
+1,251
| +33% | +$421K | 0.67% | 61 |
|
|
2017
Q1 | $1.27M | Buy |
3,833
+71
| +2% | +$23.6K | 0.79% | 48 |
|
|
2016
Q4 | $1.16M | Buy |
3,762
+278
| +8% | +$85.7K | 0.56% | 62 |
|
|
2016
Q3 | $941K | Buy |
+3,484
| New | +$941K | 0.52% | 63 |
|