SteelPeak Wealth’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-583
| Closed | -$215K | – | 517 |
|
|
2025
Q1 | $215K | Buy |
+583
| New | +$215K | 0.01% | 452 |
|
|
2024
Q1 | – | Sell |
-1,516
| Closed | -$589K | – | 429 |
|
|
2023
Q4 | $589K | Buy |
+1,516
| New | +$589K | 0.03% | 250 |
|
|
2022
Q4 | – | Sell |
-14,662
| Closed | -$4.45M | – | 405 |
|
|
2022
Q3 | $4.45M | Buy |
+14,662
| New | +$4.45M | 0.33% | 65 |
|
|
2021
Q4 | – | Sell |
-334
| Closed | -$243K | – | 399 |
|
|
2021
Q3 | $243K | Buy |
+334
| New | +$243K | 0.02% | 350 |
|
|
2020
Q2 | – | Sell |
-4,742
| Closed | -$2.07M | – | 250 |
|
|
2020
Q1 | $2.07M | Sell |
4,742
-105
| -2% | -$45.8K | 0.33% | 68 |
|
|
2019
Q4 | $2.35M | Buy |
+4,847
| New | +$2.35M | 0.32% | 69 |
|