Northern Financial Advisors’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 |
-820
| Closed | -$319K | – | 115 |
|
2023
Q4 | $319K | Sell |
820
-11
| -1% | -$4.28K | 0.27% | 95 |
|
2023
Q3 | $365K | Sell |
831
-12
| -1% | -$5.28K | 0.33% | 83 |
|
2023
Q2 | $310K | Sell |
843
-21
| -2% | -$7.72K | 0.27% | 87 |
|
2023
Q1 | $309K | Buy |
864
+39
| +5% | +$13.9K | 0.29% | 86 |
|
2022
Q4 | $280K | Buy |
+825
| New | +$280K | 0.32% | 78 |
|