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SageView Advisory Group’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

SageView Advisory Group’s Portfolio ENFR Stock Details ENFR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20,150
Closed -$447K – 676
2023
Q3 		$447K Buy
20,150
+3,100
+18% +$68.7K 0.03% 346
2023
Q2 		$372K Buy
17,050
+4,650
+38% +$101K 0.02% 404
2023
Q1 		$260K Buy
+12,400
New +$260K 0.02% 414