Wealthstreet Investment Advisors’s Charter Communications CHTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-640	Closed	-$395K	–	130
2021 Q1	$395K	Sell	640 -30	-4%	-$18.7K	0.04%	282
2020 Q4	$443K	Hold	670	–	–	0.04%	252
2020 Q3	$418K	Buy	670 +15	+2%	+$8.85K	0.05%	243
2020 Q2	$334K	Sell	655 -26	-4%	-$13.2K	0.04%	258
2020 Q1	$297K	Buy	681 +30	+5%	+$14.7K	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	+$214K	0.03%	309
2018 Q4	–	Sell	-651	Closed	-$212K	–	331
2018 Q3	$212K	Buy	+651	New	+$199K	0.03%	331
2018 Q2	–	Sell	-748	Closed	-$233K	–	346
2018 Q1	$233K	Sell	748 -79	-10%	-$27.8K	0.03%	313
2017 Q4	$278K	Buy	+827	New	+$281K	0.03%	288