Icon Wealth Partners’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-14
| Closed | -$5K | – | 271 |
|
|
2019
Q1 | $5K | Buy |
+14
| New | +$5K | ﹤0.01% | 748 |
|
|
2018
Q3 | – | Sell |
-22
| Closed | -$6K | – | 355 |
|
|
2018
Q2 | $6K | Buy |
+22
| New | +$6K | ﹤0.01% | 739 |
|
|
2018
Q1 | – | Sell |
-449
| Closed | -$151K | – | 344 |
|
|
2017
Q4 | $151K | Buy |
+449
| New | +$151K | 0.07% | 209 |
|