Wealthcare Advisory Partners’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-51
| Closed | -$31K | – | 775 |
|
|
2021
Q1 | $31K | Buy |
+51
| New | +$31K | ﹤0.01% | 1047 |
|
|
2020
Q2 | – | Sell |
-45
| Closed | -$20K | – | 482 |
|
|
2020
Q1 | $20K | Hold |
45
| – | – | ﹤0.01% | 726 |
|
|
2019
Q4 | $22K | Hold |
45
| – | – | ﹤0.01% | 738 |
|
|
2019
Q3 | $19K | Sell |
45
-2
| -4% | -$844 | ﹤0.01% | 759 |
|
|
2019
Q2 | $19K | Hold |
47
| – | – | ﹤0.01% | 731 |
|
|
2019
Q1 | $16K | Sell |
47
-31
| -40% | -$10.6K | ﹤0.01% | 708 |
|
|
2018
Q4 | $22K | Sell |
78
-35
| -31% | -$9.87K | ﹤0.01% | 599 |
|
|
2018
Q3 | $37K | Buy |
113
+31
| +38% | +$10.2K | 0.01% | 537 |
|
|
2018
Q2 | $24K | Hold |
82
| – | – | ﹤0.01% | 627 |
|
|
2018
Q1 | $26K | Sell |
82
-59
| -42% | -$18.7K | 0.01% | 534 |
|
|
2017
Q4 | $47K | Buy |
141
+119
| +541% | +$39.7K | 0.01% | 380 |
|
|
2017
Q3 | $8K | Buy |
+22
| New | +$8K | ﹤0.01% | 581 |
|