CONNECTICUT WEALTH MANAGEMENT, LLC – Dimensional U.S. Core Equity 2 ETF Transaction History
CONNECTICUT WEALTH MANAGEMENT, LLC portfolio value:
$913,000
portfolio value
CONNECTICUT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.55%
quarter
Dimensional U.S. Core Equity 2 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -43K | $22.24 | 41.05K | |
| Q2 2022 | share | Increase | 0.00% | 41.05K shares | 956K | $23.3 | 41.05K |
| Q1 2022 | share | Decrease | -100.00% | -41.05K shares | -1.18M | $27.58 | 0 |
| Q4 2021 | share | Decrease | -9.78% | -4.45K shares | -20K | $29.03 | 41.05K |
| Q3 2021 | share | 0.00% | 0 shares | -19K | $26.57 | 45.5K | |
| Q2 2021 | share | Increase | 0.00% | 45.5K shares | 1.22M | $26.9 | 45.5K |