Number of Shares
2,431
Previous 2,402 1.21%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
N/A
29 Added 1.21%
2,431 $0
Q1 2024

May 01, 2024

SELL
N/A
-170 Reduced 6.61%
2,402 $0
Q4 2023

Feb 06, 2024

BUY
N/A
2,572 New
2,572 $0
Track This Portfolio

Track Connecticut Wealth Management, LLC Portfolio

Follow Connecticut Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Connecticut Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Connecticut Wealth Management, LLC with notifications on news.