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Sound View Wealth Advisors Group’s Crescent Capital BDC CCAP Stock Holding History

Sound View Wealth Advisors Group’s Portfolio CCAP Stock Details CCAP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-15,499
Closed -$291K – 287
2021
Q2 		$291K Sell
15,499
-5,000
-24% -$93.9K 0.06% 239
2021
Q1 		$352K Buy
20,499
+6,571
+47% +$113K 0.08% 192
2020
Q4 		$203K Buy
+13,928
New +$203K 0.05% 244