Strategic Wealth Partners’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 | $25.8K | Buy |
+63
| New | +$25.8K | ﹤0.01% | 601 |
|
|
2022
Q1 | – | Sell |
-763
| Closed | -$497K | – | 260 |
|
|
2021
Q4 | $497K | Sell |
763
-43
| -5% | -$28K | 0.09% | 193 |
|
|
2021
Q3 | $586K | Buy |
806
+206
| +34% | +$150K | 0.17% | 158 |
|
|
2021
Q2 | $433K | Buy |
+600
| New | +$433K | 0.14% | 166 |
|
|
2019
Q2 | – | Sell |
-10
| Closed | -$3K | – | 744 |
|
|
2019
Q1 | $3K | Sell |
10
-1
| -9% | -$300 | ﹤0.01% | 694 |
|
|
2018
Q4 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 609 |
|