WDA
Wendell David Associates’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-461
| Closed | -$216K | – | 145 |
|
|
2022
Q2 | $216K | Sell |
461
-13
| -3% | -$6.09K | 0.03% | 146 |
|
|
2022
Q1 | $259K | Hold |
474
| – | – | 0.03% | 144 |
|
|
2021
Q4 | $309K | Buy |
474
+13
| +3% | +$8.48K | 0.03% | 135 |
|
|
2021
Q3 | $335K | Hold |
461
| – | – | 0.04% | 132 |
|
|
2021
Q2 | $333K | Buy |
461
+19
| +4% | +$13.7K | 0.04% | 132 |
|
|
2021
Q1 | $273K | Buy |
442
+1
| +0.2% | +$618 | 0.03% | 134 |
|
|
2020
Q4 | $292K | Hold |
441
| – | – | 0.04% | 127 |
|
|
2020
Q3 | $275K | Hold |
441
| – | – | 0.04% | 127 |
|
|
2020
Q2 | $225K | Buy |
+441
| New | +$225K | 0.03% | 136 |
|
|
2020
Q1 | – | Sell |
-441
| Closed | -$214K | – | 140 |
|
|
2019
Q4 | $214K | Buy |
+441
| New | +$214K | 0.03% | 148 |
|