TWA
TCI Wealth Advisors’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-179
| Closed | -$64K | – | 577 |
|
|
2023
Q1 | $64K | Hold |
179
| – | – | 0.01% | 374 |
|
|
2022
Q4 | $60.7K | Buy |
179
+112
| +167% | +$38K | 0.01% | 353 |
|
|
2022
Q3 | $20K | Sell |
67
-22
| -25% | -$6.57K | ﹤0.01% | 650 |
|
|
2022
Q2 | $42K | Sell |
89
-68
| -43% | -$32.1K | 0.01% | 415 |
|
|
2022
Q1 | $85K | Buy |
157
+71
| +83% | +$38.4K | 0.01% | 286 |
|
|
2021
Q4 | $56K | Sell |
86
-22
| -20% | -$14.3K | 0.01% | 380 |
|
|
2021
Q3 | $79K | Hold |
108
| – | – | 0.01% | 314 |
|
|
2021
Q2 | $78K | Buy |
108
+23
| +27% | +$16.6K | 0.01% | 304 |
|
|
2021
Q1 | $52K | Sell |
85
-381
| -82% | -$233K | 0.02% | 325 |
|
|
2020
Q4 | $308K | Hold |
466
| – | – | 0.14% | 108 |
|
|
2020
Q3 | $291K | Hold |
466
| – | – | 0.12% | 115 |
|
|
2020
Q2 | $238K | Sell |
466
-84
| -15% | -$42.9K | 0.1% | 124 |
|
|
2020
Q1 | $240K | Sell |
550
-8
| -1% | -$3.49K | 0.12% | 117 |
|
|
2019
Q4 | $271K | Buy |
558
+2
| +0.4% | +$971 | 0.11% | 139 |
|
|
2019
Q3 | $229K | Hold |
556
| – | – | 0.1% | 129 |
|
|
2019
Q2 | $220K | Hold |
556
| – | – | 0.1% | 135 |
|
|
2019
Q1 | $193K | Sell |
556
-3
| -0.5% | -$1.04K | 0.08% | 149 |
|
|
2018
Q4 | $159K | Buy |
559
+6
| +1% | +$1.71K | 0.08% | 157 |
|
|
2018
Q3 | $180K | Buy |
553
+12
| +2% | +$3.91K | 0.08% | 155 |
|
|
2018
Q2 | $159K | Sell |
541
-2
| -0.4% | -$588 | 0.07% | 166 |
|
|
2018
Q1 | $169K | Buy |
543
+7
| +1% | +$2.18K | 0.08% | 152 |
|
|
2017
Q4 | $180K | Sell |
536
-5
| -0.9% | -$1.68K | 0.08% | 166 |
|
|
2017
Q3 | $197K | Buy |
541
+5
| +0.9% | +$1.82K | 0.1% | 136 |
|
|
2017
Q2 | $181K | Hold |
536
| – | – | 0.09% | 143 |
|
|
2017
Q1 | $175K | Sell |
536
-36
| -6% | -$11.8K | 0.09% | 147 |
|
|
2016
Q4 | $165K | Buy |
572
+32
| +6% | +$9.23K | 0.09% | 156 |
|
|
2016
Q3 | $146K | Sell |
540
-2
| -0.4% | -$541 | 0.08% | 160 |
|
|
2016
Q2 | $124K | Buy |
542
+531
| +4,827% | +$121K | 0.07% | 176 |
|
|
2016
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 926 |
|
|
2015
Q4 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 853 |
|