WESPAC Advisors SoCal’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-40
| Closed | -$13K | – | 121 |
|
|
2019
Q1 | $13K | Hold |
40
| – | – | 0.01% | 209 |
|
|
2018
Q4 | $11K | Hold |
40
| – | – | 0.01% | 227 |
|
|
2018
Q3 | $13K | Buy |
+40
| New | +$13K | 0.01% | 218 |
|
|
2018
Q2 | – | Sell |
-63
| Closed | -$19K | – | 117 |
|
|
2018
Q1 | $19K | Buy |
63
+3
| +5% | +$905 | 0.01% | 168 |
|
|
2017
Q4 | $20K | Hold |
60
| – | – | 0.01% | 160 |
|
|
2017
Q3 | $21K | Hold |
60
| – | – | 0.01% | 161 |
|
|
2017
Q2 | $20K | Hold |
60
| – | – | 0.01% | 151 |
|
|
2017
Q1 | $19.6K | Hold |
60
| – | – | 0.01% | 155 |
|
|
2016
Q4 | $17.3K | Buy |
60
+40
| +200% | +$11.5K | 0.01% | 157 |
|
|
2016
Q3 | $5.4K | Hold |
20
| – | – | ﹤0.01% | 222 |
|
|
2016
Q2 | $4.57K | Buy |
+20
| New | +$4.57K | ﹤0.01% | 241 |
|