Soundmark Wealth Management’s Visa V Stock Holding History

Soundmark Wealth Management’s Portfolio V Stock Details V Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$254K	Hold
2023 Q4	$237K	Hold
2023 Q3	$210K	Buy