Montag & Associates’s Cassava Sciences SAVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,000
| Closed | -$58.9K | – | 1033 |
|
|
2024
Q3 | $58.9K | Buy |
2,000
+500
| +33% | +$14.7K | ﹤0.01% | 581 |
|
|
2024
Q2 | $18.5K | Hold |
1,500
| – | – | ﹤0.01% | 711 |
|
|
2024
Q1 | $30.4K | Hold |
1,500
| – | – | ﹤0.01% | 655 |
|
|
2023
Q4 | $33.8K | Hold |
1,500
| – | – | ﹤0.01% | 627 |
|
|
2023
Q3 | $25K | Buy |
1,500
+500
| +50% | +$8.32K | ﹤0.01% | 642 |
|
|
2023
Q2 | $24.5K | Hold |
1,000
| – | – | ﹤0.01% | 650 |
|
|
2023
Q1 | $24.1K | Hold |
1,000
| – | – | ﹤0.01% | 644 |
|
|
2022
Q4 | $29.5K | Hold |
1,000
| – | – | ﹤0.01% | 618 |
|
|
2022
Q3 | $42K | Hold |
1,000
| – | – | ﹤0.01% | 571 |
|
|
2022
Q2 | $28K | Buy |
1,000
+500
| +100% | +$14K | ﹤0.01% | 612 |
|
|
2022
Q1 | $19K | Hold |
500
| – | – | ﹤0.01% | 671 |
|
|
2021
Q4 | $22K | Sell |
500
-95
| -16% | -$4.18K | ﹤0.01% | 663 |
|
|
2021
Q3 | $37K | Hold |
595
| – | – | ﹤0.01% | 598 |
|
|
2021
Q2 | $51K | Buy |
+595
| New | +$51K | ﹤0.01% | 551 |
|