SVWAG
Sound View Wealth Advisors Group’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Sell |
1,722
-61
| -3% | -$30.6K | 0.06% | 203 |
|
|
2025
Q1 | $830K | Buy |
1,783
+66
| +4% | +$30.7K | 0.07% | 197 |
|
|
2024
Q4 | $813K | Sell |
1,717
-8
| -0.5% | -$3.79K | 0.07% | 208 |
|
|
2024
Q3 | $819K | Buy |
1,725
+36
| +2% | +$17.1K | 0.07% | 203 |
|
|
2024
Q2 | $711K | Buy |
1,689
+1
| +0.1% | +$421 | 0.07% | 196 |
|
|
2024
Q1 | $663K | Buy |
1,688
+18
| +1% | +$7.08K | 0.07% | 209 |
|
|
2023
Q4 | $652K | Buy |
1,670
+90
| +6% | +$35.2K | 0.07% | 208 |
|
|
2023
Q3 | $499K | Buy |
1,580
+31
| +2% | +$9.8K | 0.06% | 217 |
|
|
2023
Q2 | $539K | Sell |
1,549
-15
| -1% | -$5.22K | 0.07% | 216 |
|
|
2023
Q1 | $479K | Sell |
1,564
-106
| -6% | -$32.4K | 0.07% | 226 |
|
|
2022
Q4 | $652K | Buy |
1,670
+195
| +13% | +$76.2K | 0.07% | 208 |
|
|
2022
Q3 | $359K | Hold |
1,475
| – | – | 0.08% | 194 |
|
|
2022
Q2 | $401K | Sell |
1,475
-2
| -0.1% | -$544 | 0.08% | 186 |
|
|
2022
Q1 | $498K | Buy |
1,477
+2
| +0.1% | +$674 | 0.09% | 176 |
|
|
2021
Q4 | $576K | Hold |
1,475
| – | – | 0.11% | 167 |
|
|
2021
Q3 | $524K | Hold |
1,475
| – | – | 0.11% | 162 |
|
|
2021
Q2 | $534K | Hold |
1,475
| – | – | 0.11% | 164 |
|
|
2021
Q1 | $440K | Hold |
1,475
| – | – | 0.1% | 173 |
|
|
2020
Q4 | $428K | Hold |
1,475
| – | – | 0.1% | 167 |
|
|
2020
Q3 | $428K | Hold |
1,475
| – | – | 0.11% | 161 |
|
|
2020
Q2 | $405K | Hold |
1,475
| – | – | 0.11% | 155 |
|
|
2020
Q1 | $312K | Hold |
1,475
| – | – | 0.11% | 156 |
|
|
2019
Q4 | $350K | Hold |
1,475
| – | – | 0.1% | 170 |
|
|
2019
Q3 | $302K | Hold |
1,475
| – | – | 0.09% | 190 |
|
|
2019
Q2 | $288K | Buy |
+1,475
| New | +$288K | 0.09% | 202 |
|