NewEdge Wealth’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,251
| Closed | -$586K | – | 533 |
|
|
2022
Q2 | $586K | Sell |
1,251
-257
| -17% | -$120K | 0.03% | 365 |
|
|
2022
Q1 | $823K | Sell |
1,508
-115
| -7% | -$62.8K | 0.04% | 240 |
|
|
2021
Q4 | $1.06M | Hold |
1,623
| – | – | 0.04% | 231 |
|
|
2021
Q3 | $1.18M | Buy |
1,623
+113
| +7% | +$82.2K | 0.07% | 169 |
|
|
2021
Q2 | $1.09M | Sell |
1,510
-413
| -21% | -$298K | 0.08% | 169 |
|
|
2021
Q1 | $1.19M | Buy |
+1,923
| New | +$1.19M | 0.12% | 142 |
|