Mount Yale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.3K | Buy |
+211
| New | +$86.3K | 0.01% | 689 |
|
|
2021
Q4 | – | Sell |
-412
| Closed | -$300K | – | 457 |
|
|
2021
Q3 | $300K | Sell |
412
-1,100
| -73% | -$801K | 0.03% | 350 |
|
|
2021
Q2 | $1.09M | Sell |
1,512
-52
| -3% | -$37.5K | 0.13% | 164 |
|
|
2021
Q1 | $965K | Buy |
1,564
+388
| +33% | +$239K | 0.13% | 171 |
|
|
2020
Q4 | $778K | Hold |
1,176
| – | – | 0.11% | 199 |
|
|
2020
Q3 | $734K | Sell |
1,176
-170
| -13% | -$106K | 0.1% | 189 |
|
|
2020
Q2 | $687K | Hold |
1,346
| – | – | 0.12% | 174 |
|
|
2020
Q1 | $587K | Sell |
1,346
-119
| -8% | -$51.9K | 0.13% | 149 |
|
|
2019
Q4 | $758K | Sell |
1,465
-200
| -12% | -$103K | 0.13% | 136 |
|
|
2019
Q3 | $789K | Sell |
1,665
-335
| -17% | -$159K | 0.14% | 129 |
|
|
2019
Q2 | $750K | Sell |
2,000
-102
| -5% | -$38.3K | 0.14% | 129 |
|
|
2019
Q1 | $729K | Sell |
2,102
-970
| -32% | -$336K | 0.14% | 130 |
|
|
2018
Q4 | $1.04M | Sell |
3,072
-98
| -3% | -$33.1K | 0.21% | 111 |
|
|
2018
Q3 | $1.04M | Sell |
3,170
-31
| -1% | -$10.2K | 0.18% | 111 |
|
|
2018
Q2 | $939K | Sell |
3,201
-44
| -1% | -$12.9K | 0.18% | 116 |
|
|
2018
Q1 | $1.01M | Buy |
+3,245
| New | +$1.01M | 0.22% | 102 |
|