SVWAG
Sound View Wealth Advisors Group’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
+1,001
| New | +$210K | 0.02% | 401 |
|
|
2021
Q2 | – | Sell |
-886
| Closed | -$226K | – | 285 |
|
|
2021
Q1 | $226K | Sell |
886
-292
| -25% | -$74.5K | 0.05% | 247 |
|
|
2020
Q4 | $252K | Buy |
+1,178
| New | +$252K | 0.06% | 225 |
|
|
2020
Q1 | – | Sell |
-4,977
| Closed | -$1.62M | – | 216 |
|
|
2019
Q4 | $1.62M | Sell |
4,977
-177
| -3% | -$57.6K | 0.46% | 67 |
|
|
2019
Q3 | $1.96M | Sell |
5,154
-524
| -9% | -$199K | 0.58% | 56 |
|
|
2019
Q2 | $2.07M | Buy |
+5,678
| New | +$2.07M | 0.61% | 52 |
|