Wealthspire Advisors (Maryland)’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $968K | Buy |
1,551
+639
| +70% | +$399K | 0.03% | 195 |
|
|
2020
Q2 | $465K | Buy |
912
+23
| +3% | +$11.7K | 0.03% | 272 |
|
|
2020
Q1 | $388K | Buy |
889
+11
| +1% | +$4.8K | 0.03% | 265 |
|
|
2019
Q4 | $426K | Sell |
878
-13
| -1% | -$6.31K | 0.03% | 305 |
|
|
2019
Q3 | $367K | Sell |
891
-110
| -11% | -$45.3K | 0.03% | 310 |
|
|
2019
Q2 | $395K | Buy |
1,001
+34
| +4% | +$13.4K | 0.03% | 292 |
|
|
2019
Q1 | $335K | Buy |
967
+7
| +0.7% | +$2.43K | 0.03% | 330 |
|
|
2018
Q4 | $273K | Sell |
960
-103
| -10% | -$29.3K | 0.02% | 344 |
|
|
2018
Q3 | $346K | Buy |
1,063
+66
| +7% | +$21.5K | 0.03% | 320 |
|
|
2018
Q2 | $292K | Buy |
997
+128
| +15% | +$37.5K | 0.03% | 369 |
|
|
2018
Q1 | $270K | Sell |
869
-78
| -8% | -$24.2K | 0.03% | 387 |
|
|
2017
Q4 | $318K | Sell |
947
-167
| -15% | -$56.1K | 0.03% | 353 |
|
|
2017
Q3 | $405K | Buy |
1,114
+40
| +4% | +$14.5K | 0.04% | 280 |
|
|
2017
Q2 | $362K | Buy |
1,074
+136
| +14% | +$45.8K | 0.04% | 293 |
|
|
2017
Q1 | $307K | Sell |
938
-380
| -29% | -$124K | 0.04% | 282 |
|
|
2016
Q4 | $379K | Buy |
1,318
+237
| +22% | +$68.2K | 0.06% | 224 |
|
|
2016
Q3 | $292K | Sell |
1,081
-5
| -0.5% | -$1.35K | 0.05% | 282 |
|
|
2016
Q2 | $248K | Sell |
1,086
-72
| -6% | -$16.4K | 0.04% | 308 |
|
|
2016
Q1 | $234K | Buy |
1,158
+201
| +21% | +$40.6K | 0.04% | 313 |
|
|
2015
Q4 | $175K | Buy |
+957
| New | +$175K | 0.03% | 394 |
|