Kestra Private Wealth Services’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 | $271K | Buy |
+663
| New | +$271K | ﹤0.01% | 1332 |
|
|
2024
Q2 | – | Sell |
-735
| Closed | -$214K | – | 1356 |
|
|
2024
Q1 | $214K | Buy |
735
+6
| +0.8% | +$1.74K | ﹤0.01% | 1159 |
|
|
2023
Q4 | $283K | Sell |
729
-43
| -6% | -$16.7K | 0.01% | 973 |
|
|
2023
Q3 | $340K | Sell |
772
-29
| -4% | -$12.8K | 0.01% | 813 |
|
|
2023
Q2 | $294K | Sell |
801
-25
| -3% | -$9.18K | 0.01% | 831 |
|
|
2023
Q1 | $295K | Buy |
826
+65
| +9% | +$23.2K | 0.01% | 779 |
|
|
2022
Q4 | $258K | Buy |
+761
| New | +$258K | 0.01% | 715 |
|