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| Name: |
Connecticut Wealth Management LLC |
| City: |
FARMINGTON |
| State: |
CT |
| Zip: |
06032 |
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data |
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Filing Period: |
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| Holdings
Found :
12 |
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Currently
Viewing:
Closed Positions |
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Page 1 of 1 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
LQD |
iShares Trust Goldman Sachs |
|
Closed |
$106.48 |
$0 |
0 |
0% |
-240,000 |
-2,170 |
0 |
Closed - End Fund - E... |
|
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ADM |
Archer Daniels Midland Co |
|
Closed |
$62.03 |
$0 |
0 |
0% |
-927,000 |
-12,842 |
0 |
Food - Major Diversified |
|
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CF |
CF Industries Holdings Inc |
|
Closed |
$73.25 |
$0 |
0 |
0% |
-459,000 |
-5,774 |
0 |
Basic Materials Whole... |
|
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WFC |
Wells Fargo & Co |
|
Closed |
$61.23 |
$0 |
0 |
0% |
-211,000 |
-4,283 |
0 |
Domestic Money Center... |
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CFG |
Citizens Financial Group, Inc. |
|
Closed |
$35.95 |
$0 |
0 |
0% |
-241,000 |
-7,260 |
0 |
N/A |
|
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LAMR |
Lamar Advertising Co |
|
Closed |
$116.96 |
$0 |
0 |
0% |
-370,000 |
-3,480 |
0 |
Marketing Services |
|
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AMT |
American Tower Corp |
|
Closed |
$181.33 |
$0 |
0 |
0% |
-218,000 |
-1,008 |
0 |
Integrated Telecommun... |
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WASH |
Washington Trust Bancorp Inc |
|
Closed |
$26.73 |
$0 |
0 |
0% |
-214,000 |
-6,615 |
0 |
Domestic Regional Banks |
|
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MTD |
Mettler Toledo Internationa... |
|
Closed |
$1,253.13 |
$0 |
0 |
0% |
-689,000 |
-568 |
0 |
Scientific & Technica... |
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VLUE |
Ishares Msci Usa Value Factor |
|
Closed |
$0.00 |
$0 |
0 |
0% |
-206,000 |
-2,038 |
0 |
N/A |
|
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UL |
Unilever Plc (ADR) |
|
Closed |
$52.69 |
$0 |
0 |
0% |
-229,000 |
-4,723 |
0 |
Food - Major Diversified |
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CYBN |
Cybin Inc |
|
Closed |
$0.37 |
$0 |
0 |
0% |
-13,000 |
-31,731 |
0 |
N/A |
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