YorkBridge Wealth Partners’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-178
| Closed | -$70K | – | 253 |
|
|
2019
Q2 | $70K | Hold |
178
| – | – | 0.03% | 335 |
|
|
2019
Q1 | $62K | Hold |
178
| – | – | 0.03% | 340 |
|
|
2018
Q4 | $51K | Sell |
178
-12
| -6% | -$3.44K | 0.03% | 331 |
|
|
2018
Q3 | $61K | Hold |
190
| – | – | 0.03% | 339 |
|
|
2018
Q2 | $56K | Hold |
190
| – | – | 0.02% | 352 |
|
|
2018
Q1 | $58K | Sell |
190
-18
| -9% | -$5.5K | 0.03% | 357 |
|
|
2017
Q4 | $77K | Hold |
208
| – | – | 0.04% | 324 |
|
|
2017
Q3 | $76K | Hold |
208
| – | – | 0.04% | 326 |
|
|
2017
Q2 | $68K | Sell |
208
-159
| -43% | -$52K | 0.04% | 331 |
|
|
2017
Q1 | $124K | Hold |
367
| – | – | 0.06% | 223 |
|
|
2016
Q4 | $101K | Buy |
+367
| New | +$101K | 0.06% | 238 |
|