Kelleher Financial Advisors’s Altice USA ATUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-11,330
Closed -$310K 93
2019
Q4
$310K Sell
11,330
-410
-3% -$11.2K 0.31% 69
2019
Q3
$337K Sell
11,740
-4,930
-30% -$142K 0.41% 60
2019
Q2
$406K Buy
+16,670
New +$406K 0.5% 51
2018
Q4
$376K Sell
22,770
-95
-0.4% -$1.57K 0.6% 47
2018
Q3
$415K Buy
22,865
+275
+1% +$4.99K 0.54% 47
2018
Q2
$385K Buy
+22,590
New +$385K 0.55% 47