Lyell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-929
| Closed | -$332K | – | 188 |
|
|
2023
Q1 | $332K | Hold |
929
| – | – | 0.05% | 161 |
|
|
2022
Q4 | $315K | Hold |
929
| – | – | 0.05% | 161 |
|
|
2022
Q3 | $282K | Sell |
929
-6
| -0.6% | -$1.82K | 0.05% | 158 |
|
|
2022
Q2 | $438K | Sell |
935
-2
| -0.2% | -$937 | 0.07% | 138 |
|
|
2022
Q1 | $511K | Buy |
+937
| New | +$511K | 0.07% | 135 |
|