PWM
Prentice Wealth Management’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-71
| Closed | -$33K | – | 106 |
|
|
2022
Q2 | $33K | Buy |
+71
| New | +$33K | 0.03% | 79 |
|
|
2021
Q4 | – | Sell |
-145
| Closed | -$105K | – | 137 |
|
|
2021
Q3 | $105K | Hold |
145
| – | – | 0.05% | 139 |
|
|
2021
Q2 | $105K | Hold |
145
| – | – | 0.05% | 134 |
|
|
2021
Q1 | $89K | Buy |
+145
| New | +$89K | 0.05% | 135 |
|