SAG
SageView Advisory Group’s Alliance Resource Partners ARLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,160
| Closed | -$229K | – | 663 |
|
|
2023
Q3 | $229K | Sell |
10,160
-5,917
| -37% | -$133K | 0.01% | 486 |
|
|
2023
Q2 | $297K | Buy |
16,077
+356
| +2% | +$6.58K | 0.02% | 448 |
|
|
2023
Q1 | $317K | Buy |
15,721
+299
| +2% | +$6.03K | 0.02% | 378 |
|
|
2022
Q4 | $313K | Buy |
+15,422
| New | +$313K | 0.03% | 313 |
|