Surevest’s Charter Communications CHTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$2K	Sell	5 -4	-44%	-$1.6K	﹤0.01%	387
2022 Q2	$4K	Hold	9	–	–	﹤0.01%	345
2022 Q1	$5K	Hold	9	–	–	﹤0.01%	311
2021 Q4	$6K	Buy	+9	New	+$6K	﹤0.01%	306