SWM
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Soundmark Wealth Management’s Visa V Stock Holding History

Soundmark Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-911
Closed -$254K – 48
2024
Q1 		$254K Hold
911
– – 0.11% 60
2023
Q4 		$237K Hold
911
– – 0.12% 59
2023
Q3 		$210K Buy
+911
New +$210K 0.12% 59