Sage Private Wealth Group’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Buy |
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|
2025
Q1 | $528K | Buy |
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|
2024
Q4 | $542K | Buy |
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|
2024
Q3 | $517K | Buy |
|
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|
2024
Q2 | $444K | Buy |
|
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|
2024
Q1 | $363K | Buy |
|
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|
2023
Q4 | $207K | Sell |
|
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|
2023
Q3 | $239K | Buy |
|
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|
2023
Q2 | $213K | Hold |
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|
2023
Q1 | $221K | Sell |
|
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|
2022
Q4 | $225K | Hold |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $215K | Buy |
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|
2022
Q1 | $231K | Buy |
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|
2021
Q4 | $230K | Sell |
|
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|
2021
Q3 | $195K | Hold |
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|
2021
Q2 | $166K | Hold |
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|
2021
Q1 | $153K | Buy |
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|
2020
Q4 | $147K | Buy |
|