SVWAG
Sound View Wealth Advisors Group’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Buy |
4,585
+89
| +2% | +$8.11K | 0.03% | 294 |
|
|
2025
Q1 | $377K | Buy |
4,496
+10
| +0.2% | +$839 | 0.03% | 297 |
|
|
2024
Q4 | $345K | Buy |
4,486
+700
| +18% | +$53.8K | 0.03% | 318 |
|
|
2024
Q3 | $272K | Buy |
3,786
+327
| +9% | +$23.5K | 0.02% | 353 |
|
|
2024
Q2 | $207K | Sell |
3,459
-556
| -14% | -$33.3K | 0.02% | 348 |
|
|
2024
Q1 | $231K | Sell |
4,015
-12
| -0.3% | -$691 | 0.02% | 340 |
|
|
2023
Q4 | $210K | Buy |
+4,027
| New | +$210K | 0.02% | 366 |
|
|
2023
Q1 | – | Sell |
-4,027
| Closed | -$210K | – | 369 |
|
|
2022
Q4 | $210K | Buy |
+4,027
| New | +$210K | 0.02% | 366 |
|