Sage Mountain Advisors’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+495
| New | +$202K | 0.01% | 405 |
|
|
2022
Q3 | – | Sell |
-430
| Closed | -$201K | – | 385 |
|
|
2022
Q2 | $201K | Buy |
+430
| New | +$201K | 0.04% | 430 |
|
|
2022
Q1 | – | Sell |
-392
| Closed | -$256K | – | 631 |
|
|
2021
Q4 | $256K | Buy |
392
+61
| +18% | +$39.8K | 0.03% | 469 |
|
|
2021
Q3 | $241K | Hold |
331
| – | – | 0.03% | 399 |
|
|
2021
Q2 | $239K | Buy |
+331
| New | +$239K | 0.04% | 356 |
|