Charter Oak Capital Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Charter Oak Capital Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 05, 2022	BUY	$62.31 - $66.73 $1,931 - $2,068	31 Added 4.72%	688 $45,000
Q4 2021 Feb 09, 2022	BUY	$59.87 - $66.15 $16,763 - $18,522	280 Added 74.27%	657 $43,000
Q3 2021 Nov 08, 2021	SELL	$59.65 - $63.08 $1,550 - $1,640	-26 Reduced 6.45%	377 $45,000
Q2 2021 Jul 29, 2021	SELL	$57.63 - $60.69 $3,227 - $3,398	-56 Reduced 12.2%	403 $48,000
Q1 2021 May 17, 2021	SELL	$53.02 - $57.62 $530 - $576	-10 Reduced 2.13%	459 $53,000
Q4 2020 Feb 12, 2021	BUY	$46.78 - $53.75 $21,939 - $25,208	469 New	469 $50,000

438

40M

3.1K

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