SVWA
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Sound View Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$5.28M Buy
53,808
+2,850
+6% +$280K 1.66% 12
2018
Q4
$4.55M Buy
+50,958
New +$4.55M 1.65% 13