TrueWealth LLC’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $15K | Buy |
30
+4
| +15% | +$2K | 0.01% | 415 |
|
|
2020
Q1 | $11K | Sell |
26
-4
| -13% | -$1.69K | 0.01% | 439 |
|
|
2019
Q4 | $15K | Hold |
30
| – | – | 0.01% | 410 |
|
|
2019
Q3 | $12K | Hold |
30
| – | – | 0.01% | 426 |
|
|
2019
Q2 | $12K | Hold |
30
| – | – | 0.01% | 435 |
|
|
2019
Q1 | $10K | Hold |
30
| – | – | ﹤0.01% | 453 |
|
|
2018
Q4 | $9K | Hold |
30
| – | – | ﹤0.01% | 449 |
|
|
2018
Q3 | $10K | Hold |
30
| – | – | ﹤0.01% | 481 |
|
|
2018
Q2 | $9K | Sell |
30
-4
| -12% | -$1.2K | ﹤0.01% | 505 |
|
|
2018
Q1 | $11K | Sell |
34
-96
| -74% | -$31.1K | 0.01% | 433 |
|
|
2017
Q4 | $44K | Buy |
+130
| New | +$44K | 0.02% | 297 |
|