Summit Wealth Group’s Charter Communications CHTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-26,106	Closed	–	–	107
2023 Q1	$0	Buy	+26,106	New	–	﹤0.01%	172
2021 Q3	–	Sell	-80	Closed	-$58K	–	75
2021 Q2	$58K	Hold	80	–	–	0.09%	49
2021 Q1	$49K	Buy	+80	New	+$49K	0.08%	47