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Company Main View
Name:
One Charles Private Wealth Services LLC
City:
HINGHAM
State:
MA
Zip:
02043
Achive data
View Filing Period:
Current Quarter
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
Portfolio Summary
View Filing
Filing Report Date :
2023-12-31
Total Value :
$188,902,000
Total Value Change :
$17,875,000
Securities Held Change :
13
All Securities Held :
138
New Positions
:
16
Closed Positions
:
3
Increased Positions
:
43
Unchanged Positions
:
25
Decreased Positions
:
54
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
ARKG
Ark Genomic Revolution Mult...
141
Closed
$0.00
$0
0
0%
-220,000
-7,905
0
N/A
SACH
Sachem Capital Corp.
140
Closed
$0.00
$0
0
0%
-76,000
-21,452
0
N/A
SLB
Schlumberger Ltd
139
Closed
$48.59
$0
0
0%
-227,000
-3,900
0
Oil & Gas Equipment &...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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