TriaGen Wealth Management’s Charter Communications CHTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,758
Closed -$2.01M 185
2021
Q3
$2.01M Hold
2,758
1.09% 22
2021
Q2
$2.05M Sell
2,758
-29
-1% -$21.6K 1.06% 23
2021
Q1
$1.72M Sell
2,787
-11
-0.4% -$6.79K 0.99% 35
2020
Q4
$1.85M Buy
+2,798
New +$1.85M 1.08% 28