SWA
Sutton Wealth Advisors’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $18.5K | Buy |
42
+5
| +14% | +$2.2K | 0.01% | 369 |
|
|
2023
Q2 | $13.6K | Hold |
37
| – | – | 0.01% | 409 |
|
|
2023
Q1 | $13.2K | Sell |
37
-126
| -77% | -$45.1K | 0.01% | 366 |
|
|
2022
Q4 | $55.3K | Sell |
163
-7
| -4% | -$2.37K | 0.02% | 361 |
|
|
2022
Q3 | $51.6K | Sell |
170
-21
| -11% | -$6.37K | 0.02% | 374 |
|
|
2022
Q2 | $89.5K | Buy |
191
+25
| +15% | +$11.7K | 0.04% | 254 |
|
|
2022
Q1 | $90.6K | Sell |
166
-7
| -4% | -$3.82K | 0.03% | 269 |
|
|
2021
Q4 | $113K | Buy |
173
+1
| +0.6% | +$652 | 0.04% | 238 |
|
|
2021
Q3 | $125K | Sell |
172
-2
| -1% | -$1.46K | 0.05% | 228 |
|
|
2021
Q2 | $126K | Hold |
174
| – | – | 0.05% | 223 |
|
|
2021
Q1 | $107K | Buy |
174
+2
| +1% | +$1.23K | 0.04% | 233 |
|
|
2020
Q4 | $114K | Buy |
172
+5
| +3% | +$3.31K | 0.05% | 213 |
|
|
2020
Q3 | $104K | Hold |
167
| – | – | 0.05% | 211 |
|
|
2020
Q2 | $85.2K | Sell |
167
-2
| -1% | -$1.02K | 0.04% | 223 |
|
|
2020
Q1 | $73.7K | Buy |
169
+6
| +4% | +$2.62K | 0.05% | 217 |
|
|
2019
Q4 | $79.1K | Hold |
163
| – | – | 0.04% | 234 |
|
|
2019
Q3 | $67.2K | Hold |
163
| – | – | 0.04% | 250 |
|
|
2019
Q2 | $64.4K | Buy |
163
+10
| +7% | +$3.95K | 0.04% | 252 |
|
|
2019
Q1 | $53.1K | Buy |
153
+5
| +3% | +$1.74K | 0.03% | 282 |
|
|
2018
Q4 | $42.2K | Sell |
148
-8
| -5% | -$2.28K | 0.03% | 304 |
|
|
2018
Q3 | $50.8K | Buy |
156
+8
| +5% | +$2.61K | 0.03% | 289 |
|
|
2018
Q2 | $43.4K | Sell |
148
-89
| -38% | -$26.1K | 0.03% | 324 |
|
|
2018
Q1 | $73.8K | Hold |
237
| – | – | 0.05% | 222 |
|
|
2017
Q4 | $79.6K | Buy |
237
+82
| +53% | +$27.5K | 0.06% | 211 |
|
|
2017
Q3 | $56.3K | Hold |
155
| – | – | 0.04% | 251 |
|
|
2017
Q2 | $52.2K | Buy |
155
+7
| +5% | +$2.36K | 0.04% | 257 |
|
|
2017
Q1 | $48.4K | Hold |
148
| – | – | 0.04% | 270 |
|
|
2016
Q4 | $42.6K | Buy |
148
+3
| +2% | +$864 | 0.04% | 292 |
|
|
2016
Q3 | $39.1K | Hold |
145
| – | – | 0.04% | 297 |
|
|
2016
Q2 | $33.2K | Buy |
+145
| New | +$33.2K | 0.03% | 312 |
|