Lee Financial’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16
| Closed | -$6.22K | – | 268 |
|
|
2023
Q4 | $6.22K | Buy |
16
+4
| +33% | +$1.56K | ﹤0.01% | 505 |
|
|
2023
Q3 | $5.28K | Hold |
12
| – | – | ﹤0.01% | 511 |
|
|
2023
Q2 | $4.41K | Hold |
12
| – | – | ﹤0.01% | 530 |
|
|
2023
Q1 | $4.29K | Buy |
12
+3
| +33% | +$1.07K | ﹤0.01% | 552 |
|
|
2022
Q4 | $3.05K | Hold |
9
| – | – | ﹤0.01% | 617 |
|
|
2022
Q3 | $3K | Buy |
9
+1
| +13% | +$333 | ﹤0.01% | 609 |
|
|
2022
Q2 | $4K | Buy |
8
+1
| +14% | +$500 | ﹤0.01% | 577 |
|
|
2022
Q1 | $4K | Hold |
7
| – | – | ﹤0.01% | 526 |
|
|
2021
Q4 | $5K | Sell |
7
-4
| -36% | -$2.86K | ﹤0.01% | 588 |
|
|
2021
Q3 | $8K | Hold |
11
| – | – | ﹤0.01% | 445 |
|
|
2021
Q2 | $8K | Hold |
11
| – | – | ﹤0.01% | 431 |
|
|
2021
Q1 | $7K | Hold |
11
| – | – | ﹤0.01% | 416 |
|
|
2020
Q4 | $7K | Sell |
11
-5
| -31% | -$3.18K | ﹤0.01% | 403 |
|
|
2020
Q3 | $10K | Hold |
16
| – | – | ﹤0.01% | 398 |
|
|
2020
Q2 | $8K | Buy |
16
+7
| +78% | +$3.5K | ﹤0.01% | 394 |
|
|
2020
Q1 | $4K | Hold |
9
| – | – | ﹤0.01% | 394 |
|
|
2019
Q4 | $4K | Hold |
9
| – | – | ﹤0.01% | 423 |
|
|
2019
Q3 | $4K | Hold |
9
| – | – | ﹤0.01% | 434 |
|
|
2019
Q2 | $4K | Hold |
9
| – | – | ﹤0.01% | 439 |
|
|
2019
Q1 | $3K | Buy |
9
+5
| +125% | +$1.67K | ﹤0.01% | 444 |
|
|
2018
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 423 |
|
|
2018
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 452 |
|
|
2018
Q2 | $1K | Sell |
4
-13
| -76% | -$3.25K | ﹤0.01% | 746 |
|
|
2018
Q1 | $5K | Buy |
17
+13
| +325% | +$3.82K | ﹤0.01% | 611 |
|
|
2017
Q4 | $1K | Sell |
4
-4
| -50% | -$1K | ﹤0.01% | 456 |
|
|
2017
Q3 | $3K | Sell |
8
-2,260
| -100% | -$848K | ﹤0.01% | 432 |
|
|
2017
Q2 | $764K | Hold |
2,268
| – | – | 0.28% | 72 |
|
|
2017
Q1 | $742K | Hold |
2,268
| – | – | 0.3% | 73 |
|
|
2016
Q4 | $653K | Buy |
+2,268
| New | +$653K | 0.37% | 63 |
|