SW
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Simplicity Wealth’s Charter Communications CHTR Stock Holding History

Simplicity Wealth’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,276
Closed -$1.28M – 614
2024
Q2 		$1.28M Sell
4,276
-171
-4% -$51.1K 0.03% 455
2024
Q1 		$1.29M Buy
+4,447
New +$1.29M 0.03% 455