Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7
| Closed | -$5K | – | 318 |
|
|
2021
Q3 | $5K | Hold |
7
| – | – | ﹤0.01% | 942 |
|
|
2021
Q2 | $5K | Sell |
7
-1
| -13% | -$714 | ﹤0.01% | 778 |
|
|
2021
Q1 | $4K | Hold |
8
| – | – | ﹤0.01% | 724 |
|
|
2020
Q4 | $4K | Buy |
8
+1
| +14% | +$500 | ﹤0.01% | 720 |
|
|
2020
Q3 | $4K | Hold |
7
| – | – | ﹤0.01% | 648 |
|
|
2020
Q2 | $4K | Sell |
7
-74
| -91% | -$42.3K | ﹤0.01% | 637 |
|
|
2020
Q1 | $35K | Sell |
81
-3
| -4% | -$1.3K | 0.03% | 255 |
|
|
2019
Q4 | $40K | Buy |
84
+77
| +1,100% | +$36.7K | 0.03% | 288 |
|
|
2019
Q3 | $3K | Sell |
7
-3
| -30% | -$1.29K | ﹤0.01% | 698 |
|
|
2019
Q2 | $4K | Buy |
10
+7
| +233% | +$2.8K | ﹤0.01% | 687 |
|
|
2019
Q1 | $1K | Sell |
3
-40
| -93% | -$13.3K | ﹤0.01% | 661 |
|
|
2018
Q4 | $12K | Buy |
+43
| New | +$12K | 0.01% | 395 |
|