LWA
Lenox Wealth Advisors’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $854K | Sell |
1,531
-5
| -0.3% | -$2.79K | 0.11% | 52 |
|
|
2021
Q4 | $1M | Buy |
1,536
+7
| +0.5% | +$4.56K | 0.12% | 46 |
|
|
2021
Q3 | $1.11M | Hold |
1,529
| – | – | 0.14% | 44 |
|
|
2021
Q2 | $1.1M | Sell |
1,529
-772
| -34% | -$557K | 0.14% | 44 |
|
|
2021
Q1 | $1.42M | Buy |
2,301
+2,296
| +45,920% | +$1.42M | 0.19% | 29 |
|
|
2020
Q4 | $3K | Buy |
+5
| New | +$3K | ﹤0.01% | 552 |
|
|
2020
Q1 | – | Sell |
-2
| Closed | -$1K | – | 785 |
|
|
2019
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 660 |
|