LFASL
Lugano Financial Advisors SA (LFA)’s Charter Communications CHTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-664
| Closed | -$439K | – | 100 |
|
2020
Q4 | $439K | Hold |
664
| – | – | 0.34% | 41 |
|
2020
Q3 | $409K | Hold |
664
| – | – | 0.38% | 43 |
|
2020
Q2 | $346K | Sell |
664
-660
| -50% | -$344K | 0.37% | 42 |
|
2020
Q1 | $685K | Hold |
1,324
| – | – | 0.62% | 34 |
|
2019
Q4 | $642K | Buy |
+1,324
| New | +$642K | 0.47% | 35 |
|
2019
Q2 | $523K | Hold |
1,324
| – | – | 0.32% | 37 |
|
2019
Q1 | $459K | Hold |
1,324
| – | – | 0.28% | 38 |
|
2018
Q4 | $431K | Hold |
1,324
| – | – | 0.3% | 50 |
|
2018
Q3 | $431K | Buy |
1,324
+222
| +20% | +$72.3K | 0.3% | 50 |
|
2018
Q2 | $321K | Buy |
+1,102
| New | +$321K | 0.31% | 49 |
|