SVWAG
Sound View Wealth Advisors Group’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
1,404
-3
| -0.2% | -$603 | 0.02% | 358 |
|
|
2025
Q1 | $243K | Hold |
1,407
| – | – | 0.02% | 366 |
|
|
2024
Q4 | $226K | Hold |
1,407
| – | – | 0.02% | 379 |
|
|
2024
Q3 | $240K | Hold |
1,407
| – | – | 0.02% | 374 |
|
|
2024
Q2 | $237K | Hold |
1,407
| – | – | 0.02% | 336 |
|
|
2024
Q1 | $219K | Hold |
1,407
| – | – | 0.02% | 348 |
|
|
2023
Q4 | $206K | Buy |
+1,407
| New | +$206K | 0.02% | 369 |
|
|
2023
Q1 | – | Sell |
-1,407
| Closed | -$206K | – | 407 |
|
|
2022
Q4 | $206K | Buy |
+1,407
| New | +$206K | 0.02% | 369 |
|
|
2021
Q2 | – | Sell |
-4,480
| Closed | -$392K | – | 291 |
|
|
2021
Q1 | $392K | Sell |
4,480
-1,161
| -21% | -$102K | 0.09% | 183 |
|
|
2020
Q4 | $462K | Sell |
5,641
-295
| -5% | -$24.2K | 0.11% | 161 |
|
|
2020
Q3 | $474K | Buy |
5,936
+703
| +13% | +$56.1K | 0.12% | 146 |
|
|
2020
Q2 | $356K | Buy |
+5,233
| New | +$356K | 0.1% | 168 |
|