Morningstar Investment Management’s Charter Communications CHTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-571	Closed	-$222K	–	202
2023 Q4	$222K	Buy	571 +28	+5%	+$10.9K	0.03%	180
2023 Q3	$239K	Buy	+543	New	+$239K	0.03%	143