Independent Advisor Alliance’s Charter Communications CHTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$256K	Buy	627 +45	+8%	+$18.4K	0.01%	766
2025 Q1	$214K	Buy	+582	New	+$214K	0.01%	754
2018 Q3	–	Sell	-1,260	Closed	-$342K	–	372
2018 Q2	$342K	Sell	1,260 -15	-1%	-$4.07K	0.07%	218
2018 Q1	$388K	Buy	+1,275	New	+$388K	0.09%	215