SVWA
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Sound View Wealth Advisors’s Salesforce CRM Stock Holding History

Sound View Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$243K Sell
1,537
-114
-7% -$18K 0.08% 218
2018
Q4 		$226K Buy
+1,651
New +$226K 0.08% 211