Milestone Investment Advisors’s Charter Communications CHTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-285
Closed -$125K 183
2023
Q3
$125K Buy
+285
New +$125K 0.04% 132
2023
Q2
Sell
-285
Closed -$102K 178
2023
Q1
$102K Buy
+285
New +$102K 0.03% 143