CONNECTICUT WEALTH MANAGEMENT, LLC – Transaction History
CONNECTICUT WEALTH MANAGEMENT, LLC portfolio value:
6.26M
portfolio value
CONNECTICUT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.36%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.34% | -2.25K shares | -305K | 166.19K | |
| Q2 2022 | share | Decrease | -2.92% | -5.05K shares | -1.14M | 168.45K | |
| Q1 2022 | share | Decrease | -1.02% | -1.78K shares | -69K | 173.50K | |
| Q4 2021 | share | Decrease | -6.26% | -11.71K shares | 24K | 175.29K | |
| Q3 2021 | share | Decrease | -5.11% | -10.06K shares | -515K | 187.01K | |
| Q2 2021 | share | Decrease | -66.49% | -390.96K shares | -34.88M | 197.07K | |
| Q1 2021 | share | Increase | +153.56% | 356.13K shares | 35.07M | 588.04K | |
| Q4 2020 | share | Decrease | -5.75% | -14.15K shares | 957K | 231.91K | |
| Q3 2020 | share | Decrease | -24.17% | -78.43K shares | -2.08M | 246.06K | |
| Q2 2020 | share | Decrease | -8.83% | -31.42K shares | 597K | 324.50K | |
| Q1 2020 | share | Decrease | -56.89% | -469.62K shares | -22.80M | 355.93K | |
| Q4 2019 | share | Decrease | -2.03% | -17.09K shares | 807K | 825.55K | |
| Q3 2019 | share | Increase | +1.06% | 8.85K shares | 414K | 842.64K | |
| Q2 2019 | share | Increase | 0.00% | 833.79K shares | 30.18M | 833.79K |