JFS Wealth Advisors’s Sage Therapeutics SAGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8
| Closed | -$150 | – | 2037 |
|
|
2024
Q1 | $150 | Hold |
8
| – | – | ﹤0.01% | 1915 |
|
|
2023
Q4 | $174 | Sell |
8
-5
| -38% | -$109 | ﹤0.01% | 1915 |
|
|
2023
Q3 | $268 | Sell |
13
-4
| -24% | -$82 | ﹤0.01% | 1828 |
|
|
2023
Q2 | $800 | Buy |
17
+3
| +21% | +$141 | ﹤0.01% | 1665 |
|
|
2023
Q1 | $588 | Buy |
14
+2
| +17% | +$84 | ﹤0.01% | 1700 |
|
|
2022
Q4 | $458 | Sell |
12
-1
| -8% | -$38 | ﹤0.01% | 1741 |
|
|
2022
Q3 | $1K | Buy |
13
+3
| +30% | +$231 | ﹤0.01% | 1635 |
|
|
2022
Q2 | $0 | Buy |
10
+3
| +43% | – | ﹤0.01% | 1912 |
|
|
2022
Q1 | $0 | Buy |
7
+4
| +133% | – | ﹤0.01% | 1947 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1863 |
|