Kingsview 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
2023
Q4
Sell
-1,684
Closed -$741K 956
2023
Q3
$741K Buy
1,684
+292
+21% +$128K 0.03% 516
2023
Q2
$511K Sell
1,392
-178
-11% -$65.4K 0.02% 584
2023
Q1
$561K Buy
+1,570
New +$561K 0.02% 545