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Sound View Wealth Advisors Group’s Global X Defense Tech ETF SHLD Stock Holding History

Sound View Wealth Advisors Group’s Portfolio SHLD Stock Details SHLD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$289K Buy
+4,800
New +$289K 0.02% 353
2025
Q1 		– Sell
-5,400
Closed -$202K – 426
2024
Q4 		$202K Buy
+5,400
New +$202K 0.02% 404