TA
Tiedemann Advisors’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $242K | Hold |
550
| – | – | 0.01% | 238 |
|
|
2023
Q2 | $202K | Buy |
+550
| New | +$202K | 0.01% | 243 |
|
|
2022
Q3 | – | Sell |
-615
| Closed | -$287K | – | 236 |
|
|
2022
Q2 | $287K | Buy |
615
+75
| +14% | +$35K | 0.02% | 185 |
|
|
2022
Q1 | $295K | Sell |
540
-114
| -17% | -$62.3K | 0.02% | 229 |
|
|
2021
Q4 | $427K | Sell |
654
-17
| -3% | -$11.1K | 0.02% | 205 |
|
|
2021
Q3 | $487K | Sell |
671
-25
| -4% | -$18.1K | 0.03% | 194 |
|
|
2021
Q2 | $501K | Buy |
696
+268
| +63% | +$193K | 0.02% | 232 |
|
|
2021
Q1 | $266K | Buy |
428
+48
| +13% | +$29.8K | 0.01% | 280 |
|
|
2020
Q4 | $252K | Buy |
380
+12
| +3% | +$7.96K | 0.01% | 276 |
|
|
2020
Q3 | $231K | Buy |
+368
| New | +$231K | 0.01% | 289 |
|
|
2019
Q3 | – | Sell |
-4,287
| Closed | -$1.69M | – | 304 |
|
|
2019
Q2 | $1.69M | Sell |
4,287
-1,546
| -27% | -$611K | 0.08% | 118 |
|
|
2019
Q1 | $2.02M | Buy |
5,833
+3,810
| +188% | +$1.32M | 0.1% | 134 |
|
|
2018
Q4 | $578K | Buy |
2,023
+1,225
| +154% | +$350K | 0.03% | 271 |
|
|
2018
Q3 | $260K | Sell |
798
-81
| -9% | -$26.4K | 0.02% | 271 |
|
|
2018
Q2 | $258K | Sell |
879
-134
| -13% | -$39.3K | 0.02% | 262 |
|
|
2018
Q1 | $315K | Sell |
1,013
-284
| -22% | -$88.3K | 0.02% | 225 |
|
|
2017
Q4 | $435K | Hold |
1,297
| – | – | 0.03% | 165 |
|
|
2017
Q3 | $471K | Sell |
1,297
-580
| -31% | -$211K | 0.04% | 224 |
|
|
2017
Q2 | $632K | Buy |
+1,877
| New | +$632K | 0.05% | 284 |
|