RPWA
Regent Peak Wealth Advisors’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-406
| Closed | -$265K | – | 163 |
|
|
2021
Q4 | $265K | Sell |
406
-16
| -4% | -$10.4K | 0.07% | 140 |
|
|
2021
Q3 | $307K | Buy |
422
+3
| +0.7% | +$2.18K | 0.09% | 125 |
|
|
2021
Q2 | $312K | Buy |
419
+69
| +20% | +$51.4K | 0.09% | 123 |
|
|
2021
Q1 | $215K | Buy |
350
+19
| +6% | +$11.7K | 0.07% | 147 |
|
|
2020
Q4 | $219K | Buy |
331
+9
| +3% | +$5.96K | 0.07% | 134 |
|
|
2020
Q3 | $201K | Buy |
+322
| New | +$201K | 0.09% | 126 |
|