SVWAG
Sound View Wealth Advisors Group’s Magna International MGA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,403
| Closed | -$268K | – | 424 |
|
|
2024
Q4 | $268K | Sell |
6,403
-32,723
| -84% | -$1.37M | 0.02% | 359 |
|
|
2024
Q3 | $1.61M | Buy |
39,126
+9,887
| +34% | +$406K | 0.13% | 139 |
|
|
2024
Q2 | $1.23M | Buy |
29,239
+3,248
| +12% | +$136K | 0.13% | 144 |
|
|
2024
Q1 | $1.42M | Buy |
25,991
+12,446
| +92% | +$678K | 0.15% | 135 |
|
|
2023
Q4 | $800K | Buy |
+13,545
| New | +$800K | 0.09% | 186 |
|
|
2023
Q1 | – | Sell |
-13,545
| Closed | -$800K | – | 397 |
|
|
2022
Q4 | $800K | Buy |
+13,545
| New | +$800K | 0.09% | 186 |
|