SVWA
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Sound View Wealth Advisors’s Wells Fargo WFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$991K Sell
20,510
-819
-4% -$39.6K 0.31% 87
2018
Q4
$983K Buy
+21,329
New +$983K 0.36% 80