RWA
Ropes Wealth Advisors’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-51
| Closed | -$34K | – | 339 |
|
|
2020
Q4 | $34K | Sell |
51
-11
| -18% | -$7.33K | 0.01% | 427 |
|
|
2020
Q3 | $39K | Sell |
62
-8
| -11% | -$5.03K | 0.01% | 362 |
|
|
2020
Q2 | $36K | Sell |
70
-8
| -10% | -$4.11K | 0.01% | 337 |
|
|
2020
Q1 | $34K | Hold |
78
| – | – | 0.01% | 314 |
|
|
2019
Q4 | $38K | Hold |
78
| – | – | 0.01% | 354 |
|
|
2019
Q3 | $32K | Buy |
78
+30
| +63% | +$12.3K | 0.01% | 375 |
|
|
2019
Q2 | $19K | Hold |
48
| – | – | ﹤0.01% | 432 |
|
|
2019
Q1 | $17K | Hold |
48
| – | – | ﹤0.01% | 420 |
|
|
2018
Q4 | $14K | Hold |
48
| – | – | ﹤0.01% | 402 |
|
|
2018
Q3 | $16K | Hold |
48
| – | – | ﹤0.01% | 423 |
|
|
2018
Q2 | $14K | Hold |
48
| – | – | ﹤0.01% | 445 |
|
|
2018
Q1 | $15K | Hold |
48
| – | – | ﹤0.01% | 427 |
|
|
2017
Q4 | $16K | Hold |
48
| – | – | ﹤0.01% | 473 |
|
|
2017
Q3 | $17K | Hold |
48
| – | – | ﹤0.01% | 430 |
|
|
2017
Q2 | $16K | Hold |
48
| – | – | ﹤0.01% | 411 |
|
|
2017
Q1 | $16K | Sell |
48
-75
| -61% | -$25K | ﹤0.01% | 418 |
|
|
2016
Q4 | $35K | Buy |
123
+75
| +156% | +$21.3K | 0.01% | 352 |
|
|
2016
Q3 | $13K | Sell |
48
-10
| -17% | -$2.71K | ﹤0.01% | 397 |
|
|
2016
Q2 | $13K | Buy |
+58
| New | +$13K | ﹤0.01% | 352 |
|