Mosaic Family Wealth’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4
| Closed | -$1K | – | 243 |
|
|
2019
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 664 |
|
|
2018
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 613 |
|
|
2018
Q3 | $1K | Sell |
4
-8
| -67% | -$2K | ﹤0.01% | 623 |
|
|
2018
Q2 | $4K | Buy |
12
+5
| +71% | +$1.67K | ﹤0.01% | 599 |
|
|
2018
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 625 |
|
|
2017
Q4 | $2K | Sell |
7
-95
| -93% | -$27.1K | ﹤0.01% | 642 |
|
|
2017
Q3 | $37K | Buy |
102
+95
| +1,357% | +$34.5K | 0.01% | 373 |
|
|
2017
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 656 |
|
|
2017
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 672 |
|
|
2016
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 659 |
|
|
2016
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 676 |
|
|
2016
Q2 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 715 |
|