SVWAG
Sound View Wealth Advisors Group’s MetLife MET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Sell |
5,719
-40
| -0.7% | -$3.22K | 0.03% | 278 |
|
|
2025
Q1 | $462K | Buy |
5,759
+193
| +3% | +$15.5K | 0.04% | 268 |
|
|
2024
Q4 | $456K | Sell |
5,566
-120
| -2% | -$9.83K | 0.04% | 271 |
|
|
2024
Q3 | $469K | Buy |
5,686
+212
| +4% | +$17.5K | 0.04% | 262 |
|
|
2024
Q2 | $384K | Buy |
5,474
+165
| +3% | +$11.6K | 0.04% | 265 |
|
|
2024
Q1 | $393K | Sell |
5,309
-118
| -2% | -$8.75K | 0.04% | 268 |
|
|
2023
Q4 | $359K | Buy |
5,427
+129
| +2% | +$8.53K | 0.04% | 281 |
|
|
2023
Q3 | $333K | Buy |
5,298
+214
| +4% | +$13.5K | 0.04% | 273 |
|
|
2023
Q2 | $287K | Buy |
5,084
+257
| +5% | +$14.5K | 0.04% | 294 |
|
|
2023
Q1 | $280K | Sell |
4,827
-600
| -11% | -$34.8K | 0.04% | 291 |
|
|
2022
Q4 | $359K | Buy |
5,427
+598
| +12% | +$39.5K | 0.04% | 281 |
|
|
2022
Q3 | $294K | Sell |
4,829
-2,374
| -33% | -$145K | 0.07% | 215 |
|
|
2022
Q2 | $452K | Sell |
7,203
-108
| -1% | -$6.78K | 0.09% | 178 |
|
|
2022
Q1 | $514K | Buy |
7,311
+3
| +0% | +$211 | 0.1% | 171 |
|
|
2021
Q4 | $457K | Buy |
7,308
+43
| +0.6% | +$2.69K | 0.09% | 188 |
|
|
2021
Q3 | $448K | Buy |
7,265
+7
| +0.1% | +$432 | 0.09% | 183 |
|
|
2021
Q2 | $434K | Buy |
7,258
+149
| +2% | +$8.91K | 0.09% | 188 |
|
|
2021
Q1 | $432K | Sell |
7,109
-248
| -3% | -$15.1K | 0.1% | 175 |
|
|
2020
Q4 | $345K | Sell |
7,357
-136
| -2% | -$6.38K | 0.08% | 186 |
|
|
2020
Q3 | $279K | Sell |
7,493
-1,253
| -14% | -$46.7K | 0.07% | 197 |
|
|
2020
Q2 | $319K | Buy |
8,746
+949
| +12% | +$34.6K | 0.09% | 176 |
|
|
2020
Q1 | $238K | Sell |
7,797
-1,694
| -18% | -$51.7K | 0.08% | 188 |
|
|
2019
Q4 | $484K | Sell |
9,491
-509
| -5% | -$26K | 0.14% | 140 |
|
|
2019
Q3 | $472K | Sell |
10,000
-826
| -8% | -$39K | 0.14% | 142 |
|
|
2019
Q2 | $538K | Buy |
+10,826
| New | +$538K | 0.16% | 137 |
|