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 |
---|---|---|---|---|---|---|---|---|---|
BHP GROUP LTD | SPONSORED ADS | Liquidated | $0 | 0 | 0.00 | 51 | +Inf | 03-31-2024 | |
GLOBAL X FDS | RBTCS ARTFL INTE | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AT&T INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SPROTT FOCUS TR INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |