Sound View Wealth Advisors Group, LLC Simplify ETF Simplify Int Rate Transaction History

Sound View Wealth Advisors Group, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	SELL	$61.79 - $95.51 $30,895 - $47,755	-500 Reduced 14.92%	2,851 $272,000
Q2 2023 Aug 08, 2023	SELL	$59.72 - $68.73 $177,308 - $204,059	-2,969 Reduced 46.98%	3,351 $210,000
Q1 2023 May 12, 2023	BUY	$58.65 - $69.86 $77,418 - $92,215	1,320 Added 26.4%	6,320 $385,000
Q4 2022 Feb 08, 2023	SELL	$60.7 - $87.08 $115,451 - $165,626	-1,902 Reduced 27.56%	5,000 $358,000
Q3 2022 Nov 08, 2022	BUY	$47.98 - $68.19 $124,843 - $177,430	2,602 Added 60.51%	6,902 $471,000
Q2 2022 Aug 05, 2022	BUY	$47.81 - $64.48 $205,583 - $277,264	4,300 New	4,300 $243,000

1.14M

9.9K

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