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| Name: |
Charter Oak Capital Management LLC |
| City: |
PORTSMOUTH |
| State: |
NH |
| Zip: |
03801 |
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data |
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| Holdings
Found :
8 |
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Closed Positions |
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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 |
|
CARR |
Carrier Global Corp |
187 |
Closed |
$64.31 |
$0 |
0 |
0% |
-240,000 |
-4,178 |
0 |
N/A |
|
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CRGE |
Charge Enterprises, Inc. |
186 |
Closed |
$0.01 |
$0 |
0 |
0% |
-5,000 |
-40,000 |
0 |
N/A |
|
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WTRG |
Essential Utilities Ord Shs |
185 |
Closed |
$51.94 |
$0 |
0 |
0% |
-255,000 |
-6,823 |
0 |
Water Utilities |
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EXT |
WisdomTree Trust |
184 |
Closed |
$50.79 |
$0 |
0 |
0% |
-5,320,000 |
-108,164 |
0 |
N/A |
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GCC |
Wisdomtree Enhanced Commodi... |
190 |
Closed |
$18.72 |
$0 |
0 |
0% |
-181,000 |
-10,703 |
0 |
Closed - End Fund - Debt |
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TSLA |
Tesla Motors Inc |
183 |
Closed |
$177.81 |
$0 |
0 |
0% |
-316,000 |
-1,273 |
0 |
Auto Manufacturers |
|
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NSA |
National Storage Affiliates... |
189 |
Closed |
$36.15 |
$0 |
0 |
0% |
-254,000 |
-6,132 |
0 |
N/A |
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SUB |
iShares S&P S/T Natnl AMT-F... |
188 |
Closed |
$104.80 |
$0 |
0 |
0% |
-276,000 |
-2,617 |
0 |
Closed - End Fund - Debt |
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