SVWA
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Sound View Wealth Advisors’s American Express AXP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$621K Sell
5,682
-145
-2% -$15.8K 0.19% 117
2018
Q4
$555K Buy
+5,827
New +$555K 0.2% 119