SMA
Sage Mountain Advisors’s Barclays BCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Hold |
11,899
| – | – | 0.01% | 396 |
|
|
2025
Q1 | $183K | Hold |
11,899
| – | – | 0.01% | 382 |
|
|
2024
Q4 | $158K | Hold |
11,899
| – | – | 0.01% | 386 |
|
|
2024
Q3 | $145K | Buy |
11,899
+132
| +1% | +$1.6K | 0.01% | 404 |
|
|
2024
Q2 | $126K | Buy |
11,767
+838
| +8% | +$8.98K | 0.01% | 357 |
|
|
2024
Q1 | $103K | Buy |
10,929
+74
| +0.7% | +$699 | 0.01% | 347 |
|
|
2023
Q4 | $85.5K | Sell |
10,855
-336
| -3% | -$2.65K | 0.01% | 297 |
|
|
2023
Q3 | $87.2K | Hold |
11,191
| – | – | 0.01% | 294 |
|
|
2023
Q2 | $88K | Hold |
11,191
| – | – | 0.01% | 283 |
|
|
2023
Q1 | $80.5K | Buy |
+11,191
| New | +$80.5K | 0.01% | 271 |
|