SVWAG
Sound View Wealth Advisors Group’s SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,709
| Closed | -$949K | – | 288 |
|
|
2021
Q1 | $949K | Sell |
5,709
-3,229
| -36% | -$537K | 0.22% | 104 |
|
|
2020
Q4 | $1.45M | Sell |
8,938
-45
| -0.5% | -$7.3K | 0.35% | 79 |
|
|
2020
Q3 | $1.33M | Sell |
8,983
-57
| -0.6% | -$8.47K | 0.35% | 80 |
|
|
2020
Q2 | $1.21M | Buy |
9,040
+2,424
| +37% | +$325K | 0.34% | 85 |
|
|
2020
Q1 | $738K | Buy |
6,616
+1,377
| +26% | +$154K | 0.26% | 98 |
|
|
2019
Q4 | $722K | Buy |
5,239
+68
| +1% | +$9.37K | 0.2% | 114 |
|
|
2019
Q3 | $671K | Sell |
5,171
-86
| -2% | -$11.2K | 0.2% | 119 |
|
|
2019
Q2 | $672K | Buy |
+5,257
| New | +$672K | 0.2% | 120 |
|