Connecticut Wealth Management’s Horizon Technology Finance HRZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Buy
211,358
+610
+0.3% +$4.39K 0.07% 116
2025
Q1
$1.99M Buy
210,748
+324
+0.2% +$3.05K 0.1% 96
2024
Q4
$1.89M Hold
210,424
0.09% 86
2024
Q3
$2.24M Hold
210,424
0.11% 94
2024
Q2
$2.53M Hold
210,424
0.13% 87
2024
Q1
$2.39M Buy
+210,424
New +$2.39M 0.13% 84