Sound View Wealth Advisors Group, LLC Closed Holding Positions

Sound View Wealth Advisors Group, LLC

  • $1.21 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RDS-A
Shell PLC

Energy
Q2 2020 Filed on Aug 07, 2020
6,822
$28.36 - $36.98 $193K - $252K
Raytheon CO
Q2 2020 Filed on Aug 07, 2020
3,336
N/A
Aon PLC
Q2 2020 Filed on Aug 07, 2020
2,660
N/A
LVHD
Franklin U.S. Low Volatility H

ETFs
Q2 2020 Filed on Aug 07, 2020
8,234
$24.39 - $31.96 $201K - $263K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q2 2020 Filed on Aug 07, 2020
18,189
$22.98 - $32.18 $418K - $585K
BCE
Bce Inc

Communication Services
Q1 2020 Filed on May 12, 2020
4,992
$31.96 - $49.18 $160K - $246K
BP
Bp PLC

Energy
Q1 2020 Filed on May 12, 2020
6,813
$16.11 - $39.85 $110K - $271K
Bb&T Corp
Q4 2019 Filed on Jan 27, 2020
7,704
N/A
Celgene Corp
Q4 2019 Filed on Jan 27, 2020
4,373
N/A
Buckeye Partners L P
Q4 2019 Filed on Jan 27, 2020
5,019
N/A
Suntrust Bks Inc
Q4 2019 Filed on Jan 27, 2020
3,863
N/A
CSB
Victory Portf Ii Shs Us Small

ETFs
Q4 2019 Filed on Jan 27, 2020
10,186
$42.31 - $47.46 $431K - $483K
CDC
Victory Portfolios Ii Shs Inco

ETFs
Q4 2019 Filed on Jan 27, 2020
13,937
$44.49 - $49.07 $620K - $684K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q3 2019 Filed on Nov 07, 2019
10,000
$5.71 - $6.49 $57.1K - $64.9K
PHG
Koninklijke Philips Nv

Healthcare
Q3 2019 Filed on Nov 07, 2019
4,625
$43.51 - $48.68 $201K - $225K
Victory Portfolios Ii
Q3 2019 Filed on Nov 07, 2019
8,821
N/A
Hospitality Pptys Tr
Q3 2019 Filed on Nov 07, 2019
18,215
N/A
RCI
Rogers Communications Inc

Communication Services
Q3 2019 Filed on Nov 07, 2019
4,156
$48.73 - $54.63 $203K - $227K
Total Sys Svcs Inc
Q3 2019 Filed on Nov 07, 2019
14,614
N/A
OXM
Oxford Industries Inc

Consumer Cyclical
Q3 2019 Filed on Nov 07, 2019
5,000
$64.32 - $79.5 $322K - $398K
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