IWS
Insight Wealth Strategies’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,522
| Closed | -$544K | – | 138 |
|
|
2023
Q1 | $544K | Buy |
1,522
+21
| +1% | +$7.51K | 0.11% | 106 |
|
|
2022
Q4 | $509K | Buy |
1,501
+80
| +6% | +$27.1K | 0.1% | 105 |
|
|
2022
Q3 | $666K | Hold |
1,421
| – | – | 0.12% | 108 |
|
|
2022
Q2 | $666K | Sell |
1,421
-11
| -0.8% | -$5.16K | 0.12% | 108 |
|
|
2022
Q1 | $781K | Buy |
1,432
+76
| +6% | +$41.5K | 0.12% | 113 |
|
|
2021
Q4 | $884K | Buy |
1,356
+75
| +6% | +$48.9K | 0.13% | 106 |
|
|
2021
Q3 | $932K | Buy |
1,281
+21
| +2% | +$15.3K | 0.13% | 106 |
|
|
2021
Q2 | $909K | Sell |
1,260
-190
| -13% | -$137K | 0.13% | 110 |
|
|
2021
Q1 | $895K | Buy |
1,450
+255
| +21% | +$157K | 0.12% | 112 |
|
|
2020
Q4 | $791K | Buy |
1,195
+54
| +5% | +$35.7K | 0.13% | 91 |
|
|
2020
Q3 | $712K | Buy |
1,141
+388
| +52% | +$242K | 0.13% | 75 |
|
|
2020
Q2 | $384K | Buy |
753
+138
| +22% | +$70.4K | 0.09% | 106 |
|
|
2020
Q1 | $268K | Sell |
615
-1,082
| -64% | -$472K | 0.07% | 122 |
|
|
2019
Q4 | $823K | Buy |
+1,697
| New | +$823K | 0.17% | 92 |
|