Charter Oak Capital Management, LLC Ishares S&P Midcap 400 Value E Transaction History

Charter Oak Capital Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 21, 2022	SELL	$91.51 - $110.2 $1,281 - $1,542	-14 Reduced 1.36%	1,012 $96,000
Q3 2021 Nov 08, 2021	SELL	$99.84 - $108.44 $23,462 - $25,483	-235 Reduced 18.64%	1,026 $106,000
Q2 2021 Jul 29, 2021	BUY	$102.45 - $110.12 $2,561 - $2,753	25 Added 2.02%	1,261 $133,000
Q1 2021 May 17, 2021	SELL	$84.81 - $105.35 $22,644 - $28,128	-267 Reduced 17.76%	1,236 $126,000
Q4 2020 Feb 12, 2021	BUY	$68.27 - $86.35 $102,609 - $129,784	1,503 New	1,503 $130,000

813

40.8M

8.9K

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.