SVWA
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Sound View Wealth Advisors’s Exxon Mobil XOM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$5.34M Sell
66,106
-956
-1% -$77.2K 1.67% 11
2018
Q4
$4.57M Buy
+67,062
New +$4.57M 1.66% 12