CWM
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Connecticut Wealth Management’s DoubleVerify DV Stock Holding History

Connecticut Wealth Management’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,841
Closed -$311K – 326
2024
Q1 		$311K Buy
8,841
+282
+3% +$10.5K 0.02% 266
2023
Q4 		$315K Buy
8,559
+24
+0.3% +$748 0.02% 262
2023
Q3 		$239K Hold
8,535
– – 0.02% 260
2023
Q2 		$332K Hold
8,535
– – 0.02% 195
2023
Q1 		$257K Buy
+8,535
New +$224K 0.02% 216
2022
Q4 		– Sell
-8,535
Closed -$233K – 209
2022
Q3 		$233K Buy
+8,535
New +$220K 0.02% 174

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RP
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