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| Name: |
Sound View Wealth Advisors Group LLC |
| City: |
SAVANNAH |
| State: |
GA |
| Zip: |
31411 |
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data |
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| Holdings
Found :
26 |
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Closed Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
LODE |
Comstock Mining Inc |
381 |
Closed |
$0.06 |
$0 |
0 |
0% |
-8,000 |
-15,000 |
0 |
Gold |
|
|
AIG |
American International Grou... |
387 |
Closed |
$78.99 |
$0 |
0 |
0% |
-316,000 |
-4,662 |
0 |
Property & Casualty I... |
|
|
JPC |
Nuveen Multi-Strategy Incom... |
374 |
Closed |
$7.18 |
$0 |
0 |
0% |
-80,000 |
-11,770 |
0 |
Closed - End Fund - Debt |
|
|
XEL |
Xcel Energy Inc |
393 |
Closed |
$55.83 |
$0 |
0 |
0% |
-296,000 |
-4,788 |
0 |
Electric Utilities |
|
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BSV |
Vanguard Short-Term Bond |
380 |
Closed |
$76.21 |
$0 |
0 |
0% |
-202,000 |
-2,626 |
0 |
Closed - End Fund - E... |
|
|
CW |
Curtiss Wright Corp |
386 |
Closed |
$273.01 |
$0 |
0 |
0% |
-220,000 |
-989 |
0 |
Aerospace/Defense Pro... |
|
|
NZF |
Nuveen Dividend Advantage M... |
373 |
Closed |
$12.00 |
$0 |
0 |
0% |
-210,000 |
-17,736 |
0 |
Closed - End Fund - Debt |
|
|
ESLT |
Elbit Systems Ltd |
392 |
Closed |
$197.62 |
$0 |
0 |
0% |
-229,000 |
-1,075 |
0 |
Scientific & Technica... |
|
|
SCHE |
Schwab Emerging Markets Equ... |
379 |
Closed |
$26.53 |
$0 |
0 |
0% |
-204,000 |
-8,218 |
0 |
N/A |
|
|
AWF |
AllianceBernstein Global Hi... |
385 |
Closed |
$10.50 |
$0 |
0 |
0% |
-162,000 |
-16,000 |
0 |
Closed - End Fund - Debt |
|
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NEA |
Nuveen Insured Tax Free Adv... |
372 |
Closed |
$10.85 |
$0 |
0 |
0% |
-129,000 |
-11,734 |
0 |
Closed - End Fund - Debt |
|
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UAUG |
Innovator S&p 500 Ultra Buf... |
391 |
Closed |
$0.00 |
$0 |
0 |
0% |
-263,000 |
-8,546 |
0 |
N/A |
|
|
IHE |
iShares Dow Jones U.S. Phar... |
378 |
Closed |
$63.10 |
$0 |
0 |
0% |
-505,000 |
-2,726 |
0 |
Closed - End Fund - E... |
|
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GAB |
Gabelli Equity Trust Inc |
384 |
Closed |
$5.45 |
$0 |
0 |
0% |
-178,000 |
-35,000 |
0 |
Closed - End Fund - Debt |
|
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RIO |
Rio Tinto Plc (ADR) |
371 |
Closed |
$69.84 |
$0 |
0 |
0% |
-277,000 |
-3,721 |
0 |
Gold |
|
|
SBUX |
Starbucks Corp |
390 |
Closed |
$76.18 |
$0 |
0 |
0% |
-209,000 |
-2,180 |
0 |
Specialty Eateries |
|
|
MAR |
Marriott International Inc |
377 |
Closed |
$237.50 |
$0 |
0 |
0% |
-438,000 |
-1,942 |
0 |
Lodging |
|
|
CTSH |
Cognizant Technology Soluti... |
383 |
Closed |
$67.87 |
$0 |
0 |
0% |
-240,000 |
-3,182 |
0 |
Business Software & S... |
|
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BIIB |
Biogen Idec Inc |
370 |
Closed |
$225.34 |
$0 |
0 |
0% |
-307,000 |
-1,188 |
0 |
Biotechnology |
|
|
MKC |
McCormick & Co Inc |
389 |
Closed |
$75.74 |
$0 |
0 |
0% |
-237,000 |
-3,461 |
0 |
Processed & Packaged ... |
|
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BYRN |
Byrna Technologies Inc |
376 |
Closed |
$13.20 |
$0 |
0 |
0% |
-730,000 |
-114,180 |
0 |
N/A |
|
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GPRO |
Gopro, Inc. |
382 |
Closed |
$1.66 |
$0 |
0 |
0% |
-104,000 |
-30,000 |
0 |
N/A |
|
|
NAPR |
Innovator Nasdaq-100 Power ... |
369 |
Closed |
$0.00 |
$0 |
0 |
0% |
-274,000 |
-6,156 |
0 |
N/A |
|
|
LQD |
iShares Trust Goldman Sachs |
388 |
Closed |
$106.35 |
$0 |
0 |
0% |
-205,000 |
-1,851 |
0 |
Closed - End Fund - E... |
|
|
LMDX |
Lumiradx Ord Shs |
375 |
Closed |
$0.00 |
$0 |
0 |
0% |
-4,000 |
-69,198 |
0 |
N/A |
|
|
SUSB |
Ishares Esg 1 To 5 Year Usd... |
394 |
Closed |
$0.00 |
$0 |
0 |
0% |
-292,000 |
-11,933 |
0 |
N/A |
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