SVWAG
Sound View Wealth Advisors Group’s Nutrien NTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,914
| Closed | -$763K | – | 376 |
|
|
2023
Q2 | $763K | Buy |
12,914
+2,440
| +23% | +$144K | 0.1% | 176 |
|
|
2023
Q1 | $774K | Buy |
+10,474
| New | +$774K | 0.11% | 173 |
|
|
2022
Q4 | – | Sell |
-2,964
| Closed | -$247K | – | 392 |
|
|
2022
Q3 | $247K | Buy |
2,964
+363
| +14% | +$30.3K | 0.06% | 235 |
|
|
2022
Q2 | $207K | Sell |
2,601
-3,923
| -60% | -$312K | 0.04% | 271 |
|
|
2022
Q1 | $678K | Buy |
+6,524
| New | +$678K | 0.13% | 147 |
|