SVWA
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Sound View Wealth Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$272K Sell
21,900
-2,029
-8% -$25.2K 0.09% 199
2018
Q4
$268K Buy
+23,929
New +$268K 0.1% 187