Simplicity Solutions’s Charter Communications CHTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$1.12M Sell
2,890
-139
-5% -$54K 0.03% 415
2023
Q3
$1.33M Sell
3,029
-56
-2% -$24.6K 0.04% 358
2023
Q2
$1.13M Buy
3,085
+1,188
+63% +$436K 0.03% 434
2023
Q1
$678K Buy
1,897
+952
+101% +$340K 0.02% 600
2022
Q4
$320K Buy
945
+9
+1% +$3.05K 0.04% 462
2022
Q3
$284K Buy
936
+104
+13% +$31.6K 0.04% 477
2022
Q2
$390K Buy
832
+125
+18% +$58.6K 0.05% 366
2022
Q1
$386K Sell
707
-733
-51% -$400K 0.05% 370
2021
Q4
$938K Buy
1,440
+587
+69% +$382K 0.1% 235
2021
Q3
$621K Buy
853
+154
+22% +$112K 0.1% 237
2021
Q2
$504K Buy
699
+114
+19% +$82.2K 0.1% 222
2021
Q1
$361K Buy
+585
New +$361K 0.08% 268