RMR Wealth Builders’s Charter Communications CHTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-411
| Closed | -$224K | – | 199 |
|
2022
Q1 | $224K | Buy |
+411
| New | +$224K | 0.05% | 187 |
|
2021
Q4 | – | Sell |
-411
| Closed | -$299K | – | 136 |
|
2021
Q3 | $299K | Hold |
411
| – | – | 0.09% | 138 |
|
2021
Q2 | $297K | Hold |
411
| – | – | 0.1% | 137 |
|
2021
Q1 | $254K | Hold |
411
| – | – | 0.07% | 156 |
|
2020
Q4 | $272K | Sell |
411
-3
| -0.7% | -$1.99K | 0.13% | 117 |
|
2020
Q3 | $258K | Buy |
414
+3
| +0.7% | +$1.87K | 0.07% | 170 |
|
2020
Q2 | $210K | Buy |
+411
| New | +$210K | 0.19% | 107 |
|
2019
Q4 | $199K | Buy |
+411
| New | +$199K | 0.19% | 114 |
|