SVWA
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Sound View Wealth Advisors’s Visa V Stock Holding History

Sound View Wealth Advisors’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$920K Sell
5,892
-111
-2% -$17.3K 0.29% 91
2018
Q4 		$792K Buy
+6,003
New +$792K 0.29% 96