SVWAG
Sound View Wealth Advisors Group’s Boise Cascade BCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,066
| Closed | -$246K | – | 413 |
|
|
2024
Q4 | $246K | Sell |
2,066
-328
| -14% | -$39K | 0.02% | 373 |
|
|
2024
Q3 | $338K | Buy |
2,394
+200
| +9% | +$28.2K | 0.03% | 316 |
|
|
2024
Q2 | $262K | Sell |
2,194
-100
| -4% | -$11.9K | 0.03% | 324 |
|
|
2024
Q1 | $352K | Sell |
2,294
-150
| -6% | -$23K | 0.04% | 280 |
|
|
2023
Q4 | $316K | Buy |
2,444
+450
| +23% | +$58.2K | 0.03% | 294 |
|
|
2023
Q3 | $205K | Buy |
+1,994
| New | +$205K | 0.03% | 348 |
|
|
2023
Q1 | – | Sell |
-2,444
| Closed | -$316K | – | 368 |
|
|
2022
Q4 | $316K | Buy |
+2,444
| New | +$316K | 0.03% | 294 |
|