SVWAG
Sound View Wealth Advisors Group’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-433
| Closed | -$243K | – | 369 |
|
|
2024
Q1 | $243K | Buy |
433
+13
| +3% | +$7.29K | 0.03% | 334 |
|
|
2023
Q4 | $237K | Sell |
420
-4
| -0.9% | -$2.26K | 0.03% | 343 |
|
|
2023
Q3 | $218K | Buy |
+424
| New | +$218K | 0.03% | 343 |
|
|
2023
Q1 | – | Sell |
-420
| Closed | -$237K | – | 399 |
|
|
2022
Q4 | $237K | Buy |
+420
| New | +$237K | 0.03% | 343 |
|