SAG
SageView Advisory Group’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-275,553
| Closed | -$7.65K | – | 561 |
|
|
2023
Q4 | $7.65K | Buy |
275,553
+264,276
| +2,343% | +$7.34K | ﹤0.01% | 646 |
|
|
2023
Q3 | $373K | Sell |
11,277
-13,729
| -55% | -$454K | 0.02% | 376 |
|
|
2023
Q2 | $851K | Sell |
25,006
-2,718
| -10% | -$92.5K | 0.05% | 253 |
|
|
2023
Q1 | $891K | Buy |
27,724
+3,718
| +15% | +$119K | 0.06% | 223 |
|
|
2022
Q4 | $747K | Buy |
+24,006
| New | +$747K | 0.06% | 191 |
|