SVWAG
Sound View Wealth Advisors Group’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-767
| Closed | -$359K | – | 272 |
|
|
2022
Q2 | $359K | Buy |
767
+85
| +12% | +$39.8K | 0.08% | 199 |
|
|
2022
Q1 | $372K | Buy |
682
+187
| +38% | +$102K | 0.07% | 205 |
|
|
2021
Q4 | $323K | Buy |
495
+28
| +6% | +$18.3K | 0.06% | 228 |
|
|
2021
Q3 | $340K | Sell |
467
-117
| -20% | -$85.2K | 0.07% | 208 |
|
|
2021
Q2 | $421K | Buy |
+584
| New | +$421K | 0.09% | 191 |
|