Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $37K | Sell |
74
-85
| -53% | -$42.5K | 0.01% | 290 |
|
|
2020
Q1 | $69K | Buy |
159
+25
| +19% | +$10.8K | 0.02% | 215 |
|
|
2019
Q4 | $65K | Buy |
134
+34
| +34% | +$16.5K | 0.02% | 252 |
|
|
2019
Q3 | $41K | Buy |
100
+2
| +2% | +$820 | 0.01% | 283 |
|
|
2019
Q2 | $38K | Hold |
98
| – | – | 0.01% | 274 |
|
|
2019
Q1 | $34K | Hold |
98
| – | – | 0.01% | 271 |
|
|
2018
Q4 | $28K | Buy |
98
+1
| +1% | +$286 | 0.01% | 251 |
|
|
2018
Q3 | $32K | Buy |
97
+2
| +2% | +$660 | 0.01% | 263 |
|
|
2018
Q2 | $28K | Buy |
95
+11
| +13% | +$3.24K | 0.01% | 253 |
|
|
2018
Q1 | $26K | Sell |
84
-7
| -8% | -$2.17K | 0.01% | 266 |
|
|
2017
Q4 | $31K | Hold |
91
| – | – | 0.01% | 263 |
|
|
2017
Q3 | $33K | Sell |
91
-1
| -1% | -$363 | 0.01% | 266 |
|
|
2017
Q2 | $31K | Buy |
+92
| New | +$31K | 0.01% | 254 |
|