Charter Oak Capital Management, LLC Ishares Tr Transaction History

Charter Oak Capital Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 05, 2022	SELL	$29.99 - $33.33 $2,699 - $2,999	-90 Reduced 11.66%	682 $22,000
Q4 2021 Feb 09, 2022	SELL	$29.77 - $31.71 $7,889 - $8,403	-265 Reduced 25.55%	772 $24,000
Q3 2021 Nov 08, 2021	BUY	$30.42 - $32.96 $9,856 - $10,679	324 Added 45.44%	1,037 $32,000
Q1 2021 May 17, 2021	SELL	$29.53 - $32.13 $2,362 - $2,570	-80 Reduced 10.09%	713 $22,000
Q4 2020 Feb 12, 2021	BUY	$24.08 - $29.73 $19,095 - $23,575	793 New	793 $23,000

480

76.4M

92.6K

28.2K

Get notified when there are updates to the investment portfolio of Charter Oak Capital Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Charter Oak Capital Management, LLC with notifications on news.