J.P. Morgan Private Wealth Advisors’s Sage Therapeutics SAGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,039
| Closed | -$229K | – | 1973 |
|
|
2021
Q2 | $229K | Sell |
4,039
-32
| -0.8% | -$1.81K | ﹤0.01% | 1789 |
|
|
2021
Q1 | $305K | Buy |
4,071
+342
| +9% | +$25.6K | ﹤0.01% | 1523 |
|
|
2020
Q4 | $323K | Hold |
3,729
| – | – | ﹤0.01% | 1469 |
|
|
2020
Q3 | $228K | Buy |
+3,729
| New | +$228K | ﹤0.01% | 1479 |
|
|
2020
Q1 | – | Sell |
-4,676
| Closed | -$338K | – | 1525 |
|
|
2019
Q4 | $338K | Sell |
4,676
-131
| -3% | -$9.47K | ﹤0.01% | 1186 |
|
|
2019
Q3 | $674K | Sell |
4,807
-467
| -9% | -$65.5K | ﹤0.01% | 900 |
|
|
2019
Q2 | $966K | Sell |
5,274
-139
| -3% | -$25.5K | 0.01% | 762 |
|
|
2019
Q1 | $861K | Buy |
5,413
+3,009
| +125% | +$479K | ﹤0.01% | 842 |
|
|
2018
Q4 | $230K | Sell |
2,404
-244
| -9% | -$23.3K | ﹤0.01% | 1283 |
|
|
2018
Q3 | $374K | Sell |
2,648
-3,903
| -60% | -$551K | ﹤0.01% | 1193 |
|
|
2018
Q2 | $1.03M | Buy |
6,551
+3,771
| +136% | +$590K | 0.01% | 765 |
|
|
2018
Q1 | $448K | Sell |
2,780
-162
| -6% | -$26.1K | ﹤0.01% | 901 |
|
|
2017
Q4 | $485K | Buy |
+2,942
| New | +$485K | ﹤0.01% | 879 |
|