Wealthstreet Investment Advisors’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 |
-640
| Closed | -$395K | – | 130 |
|
|
2021
Q1 | $395K | Sell |
640
-30
| -4% | -$18.5K | 0.04% | 282 |
|
|
2020
Q4 | $443K | Hold |
670
| – | – | 0.04% | 252 |
|
|
2020
Q3 | $418K | Buy |
670
+15
| +2% | +$9.36K | 0.05% | 243 |
|
|
2020
Q2 | $334K | Sell |
655
-26
| -4% | -$13.3K | 0.04% | 258 |
|
|
2020
Q1 | $297K | Buy |
681
+30
| +5% | +$13.1K | 0.04% | 245 |
|
|
2019
Q4 | $316K | Hold |
651
| – | – | 0.04% | 282 |
|
|
2019
Q3 | $302K | Hold |
651
| – | – | 0.04% | 278 |
|
|
2019
Q2 | $257K | Hold |
651
| – | – | 0.03% | 300 |
|
|
2019
Q1 | $226K | Buy |
+651
| New | +$226K | 0.03% | 309 |
|
|
2018
Q4 | – | Sell |
-651
| Closed | -$212K | – | 331 |
|
|
2018
Q3 | $212K | Buy |
+651
| New | +$212K | 0.03% | 331 |
|
|
2018
Q2 | – | Sell |
-748
| Closed | -$233K | – | 346 |
|
|
2018
Q1 | $233K | Sell |
748
-79
| -10% | -$24.6K | 0.03% | 313 |
|
|
2017
Q4 | $278K | Buy |
+827
| New | +$278K | 0.03% | 288 |
|