Integrated Wealth Management’s Charter Communications CHTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q1	$747K	Buy	2,281 +2	+0.1%	+$655	0.25%	101
2016 Q4	$656K	Sell	2,279 -20	-0.9%	-$5.76K	0.24%	103
2016 Q3	$621K	Hold	2,299	–	–	0.22%	104
2016 Q2	$526K	Buy	+2,299	New	+$526K	0.2%	108