SVWA
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Sound View Wealth Advisors’s Truist Financial TFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$546K Sell
11,727
-1,767
-13% -$82.3K 0.17% 131
2018
Q4
$585K Buy
+13,494
New +$585K 0.21% 115