SVWAG
Sound View Wealth Advisors Group’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
1,186
-111
| -9% | -$19.8K | 0.02% | 397 |
|
|
2025
Q1 | $208K | Buy |
1,297
+91
| +8% | +$14.6K | 0.02% | 391 |
|
|
2024
Q4 | $210K | Sell |
1,206
-733
| -38% | -$128K | 0.02% | 397 |
|
|
2024
Q3 | $439K | Buy |
1,939
+4
| +0.2% | +$905 | 0.04% | 274 |
|
|
2024
Q2 | $433K | Hold |
1,935
| – | – | 0.04% | 253 |
|
|
2024
Q1 | $495K | Sell |
1,935
-4
| -0.2% | -$1.02K | 0.05% | 239 |
|
|
2023
Q4 | $441K | Sell |
1,939
-420
| -18% | -$95.5K | 0.05% | 249 |
|
|
2023
Q3 | $476K | Buy |
2,359
+26
| +1% | +$5.25K | 0.06% | 228 |
|
|
2023
Q2 | $428K | Buy |
2,333
+20
| +0.9% | +$3.67K | 0.06% | 238 |
|
|
2023
Q1 | $451K | Buy |
2,313
+374
| +19% | +$72.9K | 0.06% | 229 |
|
|
2022
Q4 | $441K | Buy |
+1,939
| New | +$441K | 0.05% | 249 |
|