SVWAG
FSP
Sound View Wealth Advisors Group’s Franklin Street Properties FSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-44,726
| Closed | -$102K | – | 363 |
|
|
2024
Q1 | $102K | Hold |
44,726
| – | – | 0.01% | 369 |
|
|
2023
Q4 | $114K | Hold |
44,726
| – | – | 0.01% | 379 |
|
|
2023
Q3 | $82.7K | Hold |
44,726
| – | – | 0.01% | 361 |
|
|
2023
Q2 | $64.9K | Hold |
44,726
| – | – | 0.01% | 358 |
|
|
2023
Q1 | $70.2K | Hold |
44,726
| – | – | 0.01% | 360 |
|
|
2022
Q4 | $114K | Hold |
44,726
| – | – | 0.01% | 379 |
|
|
2022
Q3 | $118K | Hold |
44,726
| – | – | 0.03% | 264 |
|
|
2022
Q2 | $187K | Hold |
44,726
| – | – | 0.04% | 275 |
|
|
2022
Q1 | $264K | Hold |
44,726
| – | – | 0.05% | 255 |
|
|
2021
Q4 | $266K | Sell |
44,726
-210
| -0.5% | -$1.25K | 0.05% | 256 |
|
|
2021
Q3 | $209K | Hold |
44,936
| – | – | 0.04% | 276 |
|
|
2021
Q2 | $236K | Sell |
44,936
-237
| -0.5% | -$1.25K | 0.05% | 260 |
|
|
2021
Q1 | $246K | Hold |
45,173
| – | – | 0.06% | 241 |
|
|
2020
Q4 | $197K | Hold |
45,173
| – | – | 0.05% | 248 |
|
|
2020
Q3 | $165K | Hold |
45,173
| – | – | 0.04% | 241 |
|
|
2020
Q2 | $230K | Sell |
45,173
-743
| -2% | -$3.78K | 0.06% | 216 |
|
|
2020
Q1 | $263K | Hold |
45,916
| – | – | 0.09% | 176 |
|
|
2019
Q4 | $393K | Sell |
45,916
-237
| -0.5% | -$2.03K | 0.11% | 162 |
|
|
2019
Q3 | $390K | Sell |
46,153
-4,603
| -9% | -$38.9K | 0.12% | 161 |
|
|
2019
Q2 | $375K | Buy |
+50,756
| New | +$375K | 0.11% | 165 |
|