SVWA
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Sound View Wealth Advisors’s Diageo DEO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$3.02M Sell
18,440
-186
-1% -$30.4K 0.95% 33
2018
Q4
$2.64M Buy
+18,626
New +$2.64M 0.96% 30