Kestra Private Wealth Services’s Charter Communications CHTR Stock Holding History

Kestra Private Wealth Services’s Portfolio CHTR Stock Details CHTR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$271K	Buy
2024 Q2	–	Sell
2024 Q1	$214K	Buy
2023 Q4	$283K	Sell
2023 Q3	$340K	Sell
2023 Q2	$294K	Sell
2023 Q1	$295K	Buy
2022 Q4	$258K	Buy