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SVWAG
FSP
Sound View Wealth Advisors Group’s
Franklin Street Properties
FSP
Stock Holding History
Sound View Wealth Advisors Group’s Portfolio
FSP Stock Details
FSP Fund Activity
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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