Meridian 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-7,832
| Closed | -$3.67M | – | 505 |
|
2022
Q2 | $3.67M | Buy |
+7,832
| New | +$3.67M | 0.3% | 83 |
|
2021
Q2 | – | Sell |
-403
| Closed | -$249K | – | 381 |
|
2021
Q1 | $249K | Hold |
403
| – | – | 0.04% | 307 |
|
2020
Q4 | $266K | Hold |
403
| – | – | 0.04% | 270 |
|
2020
Q3 | $251K | Buy |
+403
| New | +$251K | 0.06% | 210 |
|
2019
Q3 | – | Sell |
-400
| Closed | -$1.58K | – | 240 |
|
2019
Q2 | $1.58K | Sell |
400
-1,120
| -74% | -$4.43K | 0.06% | 236 |
|
2019
Q1 | $527K | Buy |
1,520
+386
| +34% | +$134K | 0.24% | 79 |
|
2018
Q4 | $323K | Buy |
+1,134
| New | +$323K | 0.19% | 105 |
|