BerganKDV Wealth Management’s Sage Therapeutics SAGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-41
| Closed | -$2K | – | 1119 |
|
|
2021
Q3 | $2K | Buy |
41
+3
| +8% | +$146 | ﹤0.01% | 904 |
|
|
2021
Q2 | $2K | Buy |
38
+17
| +81% | +$895 | ﹤0.01% | 844 |
|
|
2021
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 804 |
|
|
2020
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 802 |
|
|
2020
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 855 |
|
|
2020
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 894 |
|