Charter Oak Capital Management, LLC Ishares Tr Core Moderate Alloc Transaction History

Charter Oak Capital Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 21, 2022	SELL	$38.3 - $43.06 $7,315 - $8,224	-191 Reduced 3.57%	5,154 $201,000
Q1 2022 May 05, 2022	BUY	$41.74 - $45.45 $30,887 - $33,633	740 Added 16.07%	5,345 $230,000
Q4 2021 Feb 09, 2022	BUY	$44.53 - $46.0 $4,809 - $4,968	108 Added 2.4%	4,605 $209,000
Q3 2021 Nov 08, 2021	BUY	$44.74 - $45.93 $19,551 - $20,071	437 Added 10.76%	4,497 $201,000
Q1 2021 May 17, 2021	SELL	$42.87 - $44.08 $11,189 - $11,504	-261 Reduced 6.04%	4,060 $177,000
Q4 2020 Feb 12, 2021	BUY	$40.42 - $43.32 $174,654 - $187,185	4,321 New	4,321 $187,000

251

11.3M

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