MAM
McLean Asset Management’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-320
| Closed | -$233K | – | 136 |
|
|
2021
Q3 | $233K | Buy |
320
+4
| +1% | +$2.91K | 0.09% | 118 |
|
|
2021
Q2 | $224K | Buy |
316
+5
| +2% | +$3.54K | 0.1% | 102 |
|
|
2021
Q1 | $203K | Buy |
311
+8
| +3% | +$5.22K | 0.16% | 102 |
|
|
2020
Q4 | $200K | Buy |
+303
| New | +$200K | 0.18% | 93 |
|