RWA
Roberts Wealth Advisors’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-550
| Closed | -$250K | – | 61 |
|
|
2023
Q3 | $250K | Hold |
550
| – | – | 0.11% | 83 |
|
|
2023
Q2 | $202K | Buy |
+550
| New | +$202K | 0.09% | 85 |
|
|
2022
Q3 | – | Sell |
-550
| Closed | -$255K | – | 81 |
|
|
2022
Q2 | $255K | Hold |
550
| – | – | 0.11% | 80 |
|
|
2022
Q1 | $309K | Hold |
550
| – | – | 0.12% | 83 |
|
|
2021
Q4 | $356K | Sell |
550
-70
| -11% | -$45.3K | 0.13% | 81 |
|
|
2021
Q3 | $451K | Buy |
+620
| New | +$451K | 0.18% | 78 |
|