SVWAG
Sound View Wealth Advisors Group’s Southern Copper SCCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,922
| Closed | -$315K | – | 413 |
|
|
2024
Q2 | $315K | Buy |
2,922
+297
| +11% | +$32K | 0.03% | 290 |
|
|
2024
Q1 | $280K | Buy |
2,625
+100
| +4% | +$10.7K | 0.03% | 314 |
|
|
2023
Q4 | $217K | Buy |
+2,525
| New | +$217K | 0.02% | 360 |
|
|
2023
Q2 | – | Sell |
-2,700
| Closed | -$206K | – | 374 |
|
|
2023
Q1 | $206K | Buy |
2,700
+175
| +7% | +$13.3K | 0.03% | 349 |
|
|
2022
Q4 | $217K | Buy |
+2,525
| New | +$217K | 0.02% | 360 |
|