SVWAG
Sound View Wealth Advisors Group’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-115,792
| Closed | -$2.69M | – | 244 |
|
|
2020
Q1 | $2.69M | Sell |
115,792
-16,599
| -13% | -$385K | 0.93% | 36 |
|
|
2019
Q4 | $5.22M | Buy |
132,391
+14,892
| +13% | +$588K | 1.47% | 15 |
|
|
2019
Q3 | $4.43M | Buy |
117,499
+24,716
| +27% | +$932K | 1.32% | 16 |
|
|
2019
Q2 | $3.49M | Buy |
+92,783
| New | +$3.49M | 1.03% | 28 |
|