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Opal Wealth Advisors’s Charter Communications CHTR Stock Holding History

Opal Wealth Advisors’s Portfolio CHTR Stock Details CHTR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$152K Sell
373
-1
-0.3% -$409 0.04% 220
2025
Q1 		$138K Buy
+374
New +$138K 0.04% 230
2024
Q3 		– Sell
-310
Closed -$92.7K – 368
2024
Q2 		$92.7K Buy
+310
New +$92.7K 0.03% 283