Toth Financial Advisory’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-125
| Closed | -$36.3K | – | 754 |
|
|
2024
Q1 | $36.3K | Hold |
125
| – | – | ﹤0.01% | 321 |
|
|
2023
Q4 | $48.6K | Hold |
125
| – | – | 0.01% | 301 |
|
|
2023
Q3 | $55K | Hold |
125
| – | – | 0.01% | 262 |
|
|
2023
Q2 | $45.9K | Hold |
125
| – | – | 0.01% | 282 |
|
|
2023
Q1 | $44.7K | Hold |
125
| – | – | 0.01% | 285 |
|
|
2022
Q4 | $42.4K | Hold |
125
| – | – | 0.01% | 291 |
|
|
2022
Q3 | $38K | Hold |
125
| – | – | 0.01% | 298 |
|
|
2022
Q2 | $59K | Hold |
125
| – | – | 0.01% | 250 |
|
|
2022
Q1 | $68K | Hold |
125
| – | – | 0.01% | 257 |
|
|
2021
Q4 | $81K | Sell |
125
-1,195
| -91% | -$774K | 0.01% | 255 |
|
|
2021
Q3 | $960K | Buy |
1,320
+1,050
| +389% | +$764K | 0.15% | 118 |
|
|
2021
Q2 | $195K | Buy |
270
+145
| +116% | +$105K | 0.03% | 179 |
|
|
2021
Q1 | $77K | Hold |
125
| – | – | 0.01% | 255 |
|
|
2020
Q4 | $83K | Sell |
125
-1,315
| -91% | -$873K | 0.01% | 224 |
|
|
2020
Q3 | $899K | Buy |
1,440
+445
| +45% | +$278K | 0.17% | 100 |
|
|
2020
Q2 | $507K | Buy |
+995
| New | +$507K | 0.11% | 117 |
|