Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BOURGEON CAPITAL MANAGEMENT LLC | 04-19-2024 | 03-31-2024 | 112 | 511,121,430 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BANK NEW YORK MELLON CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SHOPIFY INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ISHARES TR | GLOBAL ENERG ETF | Liquidated | $0 | 0 | 0.00 | 980 | +Inf | 03-31-2024 | |
HANNON ARMSTRONG SUST INFR C | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |