SAS
GUDB
Sage Advisory Services’s Sage ESG Intermediate Credit ETF GUDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-237,955
| Closed | -$12.3M | – | 56 |
|
|
2020
Q2 | $12.3M | Hold |
237,955
| – | – | 3.88% | 9 |
|
|
2020
Q1 | $11.5M | Hold |
237,955
| – | – | 4.45% | 6 |
|
|
2019
Q4 | $12M | Hold |
237,955
| – | – | 3.81% | 10 |
|
|
2019
Q3 | $12.2M | Sell |
237,955
-2,855
| -1% | -$146K | 3.98% | 10 |
|
|
2019
Q2 | $12.2M | Buy |
+240,810
| New | +$12.2M | 3.57% | 11 |
|
|
2018
Q4 | – | Sell |
-239,805
| Closed | -$11.6M | – | 64 |
|
|
2018
Q3 | $11.6M | Buy |
239,805
+4,555
| +2% | +$220K | 1.1% | 25 |
|
|
2018
Q2 | $11.4M | Buy |
+235,250
| New | +$11.4M | 1.12% | 26 |
|