TPWA
TRUE Private Wealth Advisors’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-23
| Closed | -$15K | – | 306 |
|
|
2020
Q4 | $15K | Hold |
23
| – | – | ﹤0.01% | 487 |
|
|
2020
Q3 | $14K | Hold |
23
| – | – | ﹤0.01% | 448 |
|
|
2020
Q2 | $11K | Hold |
23
| – | – | ﹤0.01% | 469 |
|
|
2020
Q1 | $10K | Sell |
23
-1,226
| -98% | -$533K | ﹤0.01% | 442 |
|
|
2019
Q4 | $605K | Hold |
1,249
| – | – | 0.09% | 119 |
|
|
2019
Q3 | $514K | Hold |
1,249
| – | – | 0.09% | 122 |
|
|
2019
Q2 | $493K | Hold |
1,249
| – | – | 0.08% | 123 |
|
|
2019
Q1 | $433K | Buy |
1,249
+157
| +14% | +$54.4K | 0.08% | 118 |
|
|
2018
Q4 | $311K | Sell |
1,092
-157
| -13% | -$44.7K | 0.05% | 183 |
|
|
2018
Q3 | $407K | Hold |
1,249
| – | – | 0.06% | 191 |
|
|
2018
Q2 | $366K | Sell |
1,249
-90
| -7% | -$26.4K | 0.06% | 191 |
|
|
2018
Q1 | $416K | Sell |
1,339
-14
| -1% | -$4.35K | 0.07% | 151 |
|
|
2017
Q4 | $454K | Buy |
1,353
+191
| +16% | +$64.1K | 0.08% | 142 |
|
|
2017
Q3 | $422K | Hold |
1,162
| – | – | 0.1% | 94 |
|
|
2017
Q2 | $391K | Hold |
1,162
| – | – | 0.09% | 93 |
|
|
2017
Q1 | $384K | Hold |
1,162
| – | – | 0.09% | 94 |
|
|
2016
Q4 | $379K | Hold |
1,162
| – | – | 0.09% | 94 |
|
|
2016
Q3 | $297K | Hold |
1,162
| – | – | 0.1% | 98 |
|
|
2016
Q2 | $265K | Buy |
+1,162
| New | +$265K | 0.09% | 112 |
|