SVWAG
Sound View Wealth Advisors Group’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Buy |
744
+9
| +1% | +$4.75K | 0.03% | 305 |
|
|
2025
Q1 | $374K | Buy |
735
+230
| +46% | +$117K | 0.03% | 302 |
|
|
2024
Q4 | $252K | Sell |
505
-33
| -6% | -$16.4K | 0.02% | 368 |
|
|
2024
Q3 | $278K | Buy |
538
+13
| +2% | +$6.71K | 0.02% | 345 |
|
|
2024
Q2 | $234K | Sell |
525
-22
| -4% | -$9.82K | 0.02% | 338 |
|
|
2024
Q1 | $233K | Sell |
547
-9
| -2% | -$3.83K | 0.02% | 339 |
|
|
2023
Q4 | $245K | Buy |
+556
| New | +$245K | 0.03% | 338 |
|
|
2023
Q3 | – | Sell |
-514
| Closed | -$206K | – | 378 |
|
|
2023
Q2 | $206K | Sell |
514
-161
| -24% | -$64.5K | 0.03% | 350 |
|
|
2023
Q1 | $233K | Buy |
675
+119
| +21% | +$41K | 0.03% | 325 |
|
|
2022
Q4 | $245K | Buy |
+556
| New | +$245K | 0.03% | 338 |
|
|
2022
Q3 | – | Sell |
-622
| Closed | -$210K | – | 279 |
|
|
2022
Q2 | $210K | Buy |
622
+6
| +1% | +$2.03K | 0.04% | 265 |
|
|
2022
Q1 | $253K | Buy |
616
+16
| +3% | +$6.57K | 0.05% | 260 |
|
|
2021
Q4 | $283K | Buy |
600
+19
| +3% | +$8.96K | 0.05% | 250 |
|
|
2021
Q3 | $247K | Hold |
581
| – | – | 0.05% | 255 |
|
|
2021
Q2 | $238K | Buy |
581
+10
| +2% | +$4.1K | 0.05% | 258 |
|
|
2021
Q1 | $201K | Buy |
+571
| New | +$201K | 0.05% | 261 |
|