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