SVWAG
Sound View Wealth Advisors Group’s American International AIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
+3,839
| New | +$329K | 0.02% | 330 |
|
|
2025
Q1 | – | Sell |
-3,581
| Closed | -$261K | – | 408 |
|
|
2024
Q4 | $261K | Sell |
3,581
-595
| -14% | -$43.3K | 0.02% | 362 |
|
|
2024
Q3 | $306K | Buy |
+4,176
| New | +$306K | 0.03% | 332 |
|
|
2024
Q1 | – | Sell |
-4,662
| Closed | -$316K | – | 372 |
|
|
2023
Q4 | $316K | Sell |
4,662
-2,031
| -30% | -$138K | 0.03% | 295 |
|
|
2023
Q3 | $406K | Buy |
+6,693
| New | +$406K | 0.05% | 246 |
|
|
2023
Q1 | – | Sell |
-4,662
| Closed | -$316K | – | 366 |
|
|
2022
Q4 | $316K | Buy |
+4,662
| New | +$316K | 0.03% | 295 |
|