WWM
Willingdon Wealth Management’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $7.05M | Buy |
16,168
+7,232
| +81% | +$3.16M | 1.78% | 15 |
|
|
2019
Q4 | $4.34M | Buy |
8,936
+447
| +5% | +$217K | 0.89% | 36 |
|
|
2019
Q3 | $3.5M | Sell |
8,489
-4,283
| -34% | -$1.76M | 0.77% | 44 |
|
|
2019
Q2 | $5.05M | Buy |
+12,772
| New | +$5.05M | 1.17% | 28 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 26 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 31 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 29 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 38 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 346 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 326 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 275 |
|