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Sound View Wealth Advisors’s IBM IBM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$3.44M Sell
24,352
-1,348
-5% -$190K 1.08% 27
2018
Q4
$2.92M Buy
+25,700
New +$2.92M 1.06% 26