National Wealth Management Group’s Charter Communications CHTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,939
Closed -$628K 154
2024
Q3
$628K Buy
+1,939
New +$628K 0.43% 52
2023
Q3
Sell
-1,367
Closed -$574K 131
2023
Q2
$574K Buy
+1,367
New +$574K 0.6% 49