Sound View Wealth Advisors Group’s Franklin Street Properties FSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
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% -$1.17K 0.05% 256
2021
Q3
$209K Hold
44,936
0.04% 276
2021
Q2
$236K Sell
44,936
-237
-0.5% -$1.27K 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% -$3.93K 0.06% 216
2020
Q1
$263K Hold
45,916
0.09% 176
2019
Q4
$393K Sell
45,916
-237
-0.5% -$2.04K 0.11% 162
2019
Q3
$390K Sell
46,153
-4,603
-9% -$36.1K 0.12% 161
2019
Q2
$375K Buy
+50,756
New +$385K 0.11% 165

Other funds holding FSP