WealthPLAN Partners’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-24
| Closed | -$8.82K | – | 442 |
|
|
2023
Q2 | $8.82K | Sell |
24
-2
| -8% | -$735 | ﹤0.01% | 812 |
|
|
2023
Q1 | $9.3K | Buy |
+26
| New | +$9.3K | ﹤0.01% | 879 |
|
|
2017
Q2 | – | Sell |
-3
| Closed | -$996 | – | 218 |
|
|
2017
Q1 | $996 | Buy |
+3
| New | +$996 | ﹤0.01% | 431 |
|
|
2016
Q3 | $8.02K | Sell |
30
-10
| -25% | -$2.67K | ﹤0.01% | 637 |
|
|
2016
Q2 | $6.86K | Buy |
+40
| New | +$6.86K | ﹤0.01% | 1875 |
|