COCM
ROI

Charter Oak Capital Management’s RiskOn International, Inc. Common Stock ROI Stock Holding History

Charter Oak Capital Management’s Portfolio ROI Stock Details ROI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-382
Closed -$15K – 166
2022
Q3 		$15K Buy
+382
New +$23K ﹤0.01% 157

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HWMA
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PCWA
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HighTower Advisors
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State Street
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Charter Oak Capital Management's ROI Position: Q4 2022 in Review

Charter Oak Capital Management sold out of RiskOn International, Inc. Common Stock (ROI) in Q4 2022, closing a stake of 382 shares — an estimated $15K sold.

Charter Oak Capital Management first reported a position in ROI in Q3 2022 and held it in 1 quarter. The position peaked at $15K in Q3 2022. 53 funds tracked by Wall St. Rank hold ROI as of Q4 2022.

  • Charter Oak Capital Management reported no remaining RiskOn International, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 382 RiskOn International, Inc. Common Stock shares in Q4 2022, an estimated $15K.
  • Charter Oak Capital Management first reported a position in RiskOn International, Inc. Common Stock in Q3 2022 and held it in 1 quarter.
  • Charter Oak Capital Management's RiskOn International, Inc. Common Stock position peaked at $15K in Q3 2022.
  • 53 funds tracked by Wall St. Rank held RiskOn International, Inc. Common Stock as of Q4 2022.

Based on Charter Oak Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.