Investment House LLC’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-323
| Closed | -$211K | – | 173 |
|
|
2021
Q4 | $211K | Sell |
323
-279
| -46% | -$182K | 0.01% | 176 |
|
|
2021
Q3 | $438K | Sell |
602
-56
| -9% | -$40.7K | 0.03% | 146 |
|
|
2021
Q2 | $474K | Sell |
658
-17
| -3% | -$12.2K | 0.03% | 150 |
|
|
2021
Q1 | $416K | Sell |
675
-3
| -0.4% | -$1.85K | 0.03% | 153 |
|
|
2020
Q4 | $449K | Sell |
678
-19
| -3% | -$12.6K | 0.03% | 163 |
|
|
2020
Q3 | $435K | Hold |
697
| – | – | 0.03% | 151 |
|
|
2020
Q2 | $355K | Buy |
697
+3
| +0.4% | +$1.53K | 0.03% | 151 |
|
|
2020
Q1 | $303K | Sell |
694
-86
| -11% | -$37.5K | 0.03% | 139 |
|
|
2019
Q4 | $378K | Hold |
780
| – | – | 0.04% | 167 |
|
|
2019
Q3 | $321K | Sell |
780
-558
| -42% | -$230K | 0.03% | 163 |
|
|
2019
Q2 | $529K | Buy |
+1,338
| New | +$529K | 0.06% | 137 |
|