SVWA
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Sound View Wealth Advisors’s Walt Disney DIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$1.7M Buy
15,285
+1,268
+9% +$141K 0.53% 58
2018
Q4
$1.54M Buy
+14,017
New +$1.54M 0.56% 54