Connecticut Wealth Management, LLC
Portfolio
Holdings
Symbol | Name | Country | Sector | Industry | Most recent quarter | % of Total Shares | % of Total Assets | Shares | Book Value | Market Price Value | Fundamental Score | |||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
ELVT.NYSE | ELVT.NYSE | - | - | - | - | 0.627 | 0.029 | 197.1k | - | - | ||||||||||||||
HRZN.NASDAQ | Horizon Technology Finance | USA | Financial Services | Asset Management | 2024-09-30 | 0.528 | 0.109 | 210.4k | $1.8m | $1.9m |
|
Trades
Buys
Report date: 2024-03-31
Trade | Current | |||||
---|---|---|---|---|---|---|
Symbol | Shares | % | Total | $ Range | Price | % |
HRZN.NASDAQ | 210.4k | - | 2.6m | 11-14 | $9.25 | -16.7% |
Report date: 2022-12-31
Trade | Current | |||||
---|---|---|---|---|---|---|
Symbol | Shares | % | Total | Price Range | Price | % |
ELVT.NYSE | 197.1k | - | 273.7k | 1-2 | - | - |
Comments
How you think about this?