SWA
SFMG Wealth Advisors’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-566
| Closed | -$220K | – | 286 |
|
|
2023
Q4 | $220K | Buy |
566
+5
| +0.9% | +$1.94K | 0.02% | 228 |
|
|
2023
Q3 | $247K | Sell |
561
-6
| -1% | -$2.64K | 0.03% | 201 |
|
|
2023
Q2 | $208K | Buy |
+567
| New | +$208K | 0.02% | 226 |
|
|
2022
Q3 | – | Sell |
-545
| Closed | -$255K | – | 256 |
|
|
2022
Q2 | $255K | Sell |
545
-15
| -3% | -$7.02K | 0.03% | 199 |
|
|
2022
Q1 | $305K | Hold |
560
| – | – | 0.03% | 194 |
|
|
2021
Q4 | $365K | Hold |
560
| – | – | 0.04% | 177 |
|
|
2021
Q3 | $407K | Hold |
560
| – | – | 0.05% | 166 |
|
|
2021
Q2 | $404K | Buy |
560
+15
| +3% | +$10.8K | 0.04% | 169 |
|
|
2021
Q1 | $336K | Hold |
545
| – | – | 0.04% | 177 |
|
|
2020
Q4 | $361K | Hold |
545
| – | – | 0.05% | 154 |
|
|
2020
Q3 | $340K | Hold |
545
| – | – | 0.05% | 131 |
|
|
2020
Q2 | $278K | Hold |
545
| – | – | 0.04% | 126 |
|
|
2020
Q1 | $238K | Hold |
545
| – | – | 0.04% | 115 |
|
|
2019
Q4 | $264K | Sell |
545
-2
| -0.4% | -$969 | 0.03% | 138 |
|
|
2019
Q3 | $225K | Hold |
547
| – | – | 0.03% | 138 |
|
|
2019
Q2 | $218K | Buy |
+547
| New | +$218K | 0.03% | 140 |
|