Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: One Charles Private Wealth Services LLC
  City: HINGHAM
  State: MA
  Zip: 02043
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $229,659,000
  Total Value Change : $40,757,000
  Securities Held Change : 6
   
All Securities Held : 144
  New Positions : 12
  Closed Positions : 6
  Increased Positions : 63
  Unchanged Positions : 27
  Decreased Positions : 42

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 6     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 149 Closed $106.16 $0 0 0% -201,000 -1,850 0    Closed - End Fund - E...
   (BA)1 Year Chart         BA Boeing Co 148 Closed $190.24 $0 0 0% -205,000 -788 0    Aerospace/Defense - M...
   (TFLO)1 Year Chart         TFLO Ishares Treasury Floating R... 147 Closed $0.00 $0 0 0% -694,000 -13,755 0    N/A
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 146 Closed $106.96 $0 0 0% -228,000 -2,056 0    Closed - End Fund - E...
   (MLPA)1 Year Chart         MLPA Global X Mlp 145 Closed $47.25 $0 0 0% -216,000 -4,867 0    N/A
   (BITQ)1 Year Chart         BITQ Bitwise Crypto Industry Inn... 150 Closed $12.98 $0 0 0% -1,225,000 -105,696 0    N/A

      6 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results