Schechter Investment Advisors’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,114
| Closed | -$433K | – | 670 |
|
|
2023
Q4 | $433K | Sell |
1,114
-11
| -1% | -$4.28K | 0.04% | 380 |
|
|
2023
Q3 | $495K | Buy |
1,125
+24
| +2% | +$10.6K | 0.05% | 345 |
|
|
2023
Q2 | $404K | Sell |
1,101
-63
| -5% | -$23.1K | 0.04% | 422 |
|
|
2023
Q1 | $416K | Sell |
1,164
-25
| -2% | -$8.94K | 0.04% | 452 |
|
|
2022
Q4 | $403K | Buy |
1,189
+97
| +9% | +$32.9K | 0.04% | 557 |
|
|
2022
Q3 | $331K | Buy |
1,092
+432
| +65% | +$131K | 0.03% | 659 |
|
|
2022
Q2 | $309K | Sell |
660
-232
| -26% | -$109K | 0.03% | 698 |
|
|
2022
Q1 | $487K | Sell |
892
-320
| -26% | -$175K | 0.05% | 537 |
|
|
2021
Q4 | $790K | Buy |
+1,212
| New | +$790K | 0.07% | 376 |
|