Reilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $29K | Buy |
45
+5
| +13% | +$3.22K | ﹤0.01% | 500 |
|
|
2021
Q3 | $29K | Buy |
40
+7
| +21% | +$5.08K | ﹤0.01% | 460 |
|
|
2021
Q2 | $24K | Sell |
33
-11
| -25% | -$8K | ﹤0.01% | 507 |
|
|
2021
Q1 | $27K | Hold |
44
| – | – | ﹤0.01% | 476 |
|
|
2020
Q4 | $29K | Buy |
44
+31
| +238% | +$20.4K | ﹤0.01% | 418 |
|
|
2020
Q3 | $8K | Hold |
13
| – | – | ﹤0.01% | 603 |
|
|
2020
Q2 | $7K | Hold |
13
| – | – | ﹤0.01% | 649 |
|
|
2020
Q1 | $6K | Hold |
13
| – | – | ﹤0.01% | 640 |
|
|
2019
Q4 | $6K | Buy |
13
+11
| +550% | +$5.08K | ﹤0.01% | 703 |
|
|
2019
Q3 | $1K | Sell |
2
-2
| -50% | -$1K | ﹤0.01% | 849 |
|
|
2019
Q2 | $2K | Sell |
4
-4
| -50% | -$2K | ﹤0.01% | 859 |
|
|
2019
Q1 | $3K | Buy |
8
+6
| +300% | +$2.25K | ﹤0.01% | 847 |
|
|
2018
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 889 |
|
|
2018
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 959 |
|
|
2018
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 947 |
|
|
2018
Q1 | $1K | Sell |
2
-38
| -95% | -$19K | ﹤0.01% | 915 |
|
|
2017
Q4 | $13K | Buy |
40
+38
| +1,900% | +$12.4K | ﹤0.01% | 593 |
|
|
2017
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 938 |
|
|
2017
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 900 |
|
|
2017
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 874 |
|
|
2016
Q4 | $1K | Sell |
2
-4
| -67% | -$2K | ﹤0.01% | 792 |
|
|
2016
Q3 | $2K | Sell |
6
-24
| -80% | -$8K | ﹤0.01% | 745 |
|
|
2016
Q2 | $7K | Buy |
+30
| New | +$7K | ﹤0.01% | 548 |
|