SFG
Sage Financial Group’s Deutsche Bank DB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,314
| Closed | -$105K | – | 98 |
|
|
2022
Q1 | $105K | Buy |
8,314
+1,000
| +14% | +$12.6K | 0.01% | 55 |
|
|
2021
Q4 | $91K | Buy |
7,314
+2,500
| +52% | +$31.1K | 0.01% | 55 |
|
|
2021
Q3 | $61K | Hold |
4,814
| – | – | 0.01% | 53 |
|
|
2021
Q2 | $63K | Hold |
4,814
| – | – | 0.01% | 52 |
|
|
2021
Q1 | $58K | Hold |
4,814
| – | – | 0.01% | 49 |
|
|
2020
Q4 | $52K | Hold |
4,814
| – | – | 0.01% | 52 |
|
|
2020
Q3 | $40K | Hold |
4,814
| – | – | 0.01% | 51 |
|
|
2020
Q2 | $46K | Hold |
4,814
| – | – | 0.01% | 50 |
|
|
2020
Q1 | $31K | Buy |
4,814
+1,814
| +60% | +$11.7K | 0.01% | 53 |
|
|
2019
Q4 | $23K | Hold |
3,000
| – | – | ﹤0.01% | 57 |
|
|
2019
Q3 | $23K | Buy |
+3,000
| New | +$23K | ﹤0.01% | 57 |
|
|
2019
Q2 | – | Sell |
-3,000
| Closed | -$24K | – | 73 |
|
|
2019
Q1 | $24K | Buy |
3,000
+2,000
| +200% | +$16K | ﹤0.01% | 68 |
|
|
2018
Q4 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 71 |
|
|
2018
Q3 | $11K | Buy |
+1,000
| New | +$11K | ﹤0.01% | 54 |
|
|
2018
Q2 | – | Sell |
-1,000
| Closed | -$14K | – | 58 |
|
|
2018
Q1 | $14K | Buy |
1,000
+500
| +100% | +$7K | ﹤0.01% | 48 |
|
|
2017
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 56 |
|
|
2017
Q3 | $9K | Hold |
500
| – | – | ﹤0.01% | 51 |
|
|
2017
Q2 | $9K | Hold |
500
| – | – | ﹤0.01% | 51 |
|
|
2017
Q1 | $9K | Buy |
+500
| New | +$9K | ﹤0.01% | 50 |
|