SVWAG
Sound View Wealth Advisors Group’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Hold |
1,547
| – | – | 0.03% | 313 |
|
|
2025
Q1 | $375K | Buy |
1,547
+3
| +0.2% | +$727 | 0.03% | 301 |
|
|
2024
Q4 | $349K | Sell |
1,544
-35
| -2% | -$7.91K | 0.03% | 314 |
|
|
2024
Q3 | $340K | Buy |
1,579
+79
| +5% | +$17K | 0.03% | 315 |
|
|
2024
Q2 | $296K | Hold |
1,500
| – | – | 0.03% | 304 |
|
|
2024
Q1 | $307K | Sell |
1,500
-5
| -0.3% | -$1.02K | 0.03% | 304 |
|
|
2023
Q4 | $310K | Hold |
1,505
| – | – | 0.03% | 298 |
|
|
2023
Q3 | $269K | Buy |
1,505
+32
| +2% | +$5.73K | 0.03% | 306 |
|
|
2023
Q2 | $244K | Buy |
1,473
+13
| +0.9% | +$2.15K | 0.03% | 316 |
|
|
2023
Q1 | $214K | Sell |
1,460
-45
| -3% | -$6.6K | 0.03% | 338 |
|
|
2022
Q4 | $310K | Buy |
1,505
+44
| +3% | +$9.05K | 0.03% | 298 |
|
|
2022
Q3 | $211K | Hold |
1,461
| – | – | 0.05% | 253 |
|
|
2022
Q2 | $208K | Sell |
1,461
-2
| -0.1% | -$285 | 0.04% | 267 |
|
|
2022
Q1 | $228K | Buy |
1,463
+2
| +0.1% | +$312 | 0.04% | 271 |
|
|
2021
Q4 | $267K | Hold |
1,461
| – | – | 0.05% | 255 |
|
|
2021
Q3 | $243K | Hold |
1,461
| – | – | 0.05% | 258 |
|
|
2021
Q2 | $236K | Hold |
1,461
| – | – | 0.05% | 259 |
|
|
2021
Q1 | $224K | Hold |
1,461
| – | – | 0.05% | 249 |
|
|
2020
Q4 | $224K | Buy |
+1,461
| New | +$224K | 0.05% | 235 |
|
|
2019
Q3 | – | Sell |
-1,586
| Closed | -$203K | – | 240 |
|
|
2019
Q2 | $203K | Buy |
+1,586
| New | +$203K | 0.06% | 241 |
|