SFS
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Sowell Financial Services’s Charter Communications CHTR Stock Holding History

Sowell Financial Services’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,568
Closed -$1.06M – 903
2021
Q1 		$1.06M Buy
1,568
+767
+96% +$479K 0.04% 400
2020
Q4 		$530K Sell
801
-1,031
-56% -$656K 0.02% 506
2020
Q3 		$1.14M Sell
1,832
-217
-11% -$128K 0.06% 268
2020
Q2 		$1.04M Buy
2,049
+245
+14% +$124K 0.06% 263
2020
Q1 		$787K Buy
1,804
+331
+22% +$162K 0.06% 291
2019
Q4 		$715K Buy
1,473
+1,367
+1,290% +$629K 0.05% 346
2019
Q3 		$44K Buy
+106
New +$42.8K ﹤0.01% 1036

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