Sheets Smith Wealth Management’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,218
| Closed | -$794K | – | 360 |
|
|
2021
Q4 | $794K | Sell |
1,218
-2
| -0.2% | -$1.3K | 0.1% | 177 |
|
|
2021
Q3 | $888K | Buy |
1,220
+6
| +0.5% | +$4.37K | 0.12% | 152 |
|
|
2021
Q2 | $876K | Buy |
+1,214
| New | +$876K | 0.12% | 154 |
|
|
2021
Q1 | – | Sell |
-1,246
| Closed | -$824K | – | 334 |
|
|
2020
Q4 | $824K | Buy |
1,246
+324
| +35% | +$214K | 0.12% | 152 |
|
|
2020
Q3 | $576K | Buy |
+922
| New | +$576K | 0.1% | 164 |
|