KWA
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Kingswood Wealth Advisors’s Charter Communications CHTR Stock Holding History

Kingswood Wealth Advisors’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,660
Closed -$645K – 627
2023
Q4 		$645K Sell
1,660
-456
-22% -$177K 0.07% 288
2023
Q3 		$931K Buy
+2,116
New +$931K 0.16% 152