SAG
SageView Advisory Group’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,133
| Closed | -$323K | – | 527 |
|
|
2024
Q2 | $323K | Sell |
11,133
-1,992
| -15% | -$57.7K | 0.02% | 414 |
|
|
2024
Q1 | $383K | Sell |
13,125
-5,553
| -30% | -$162K | 0.02% | 366 |
|
|
2023
Q4 | $505K | Sell |
18,678
-16,440
| -47% | -$444K | 0.02% | 397 |
|
|
2023
Q3 | $961K | Buy |
35,118
+1,901
| +6% | +$52K | 0.06% | 215 |
|
|
2023
Q2 | $875K | Sell |
33,217
-944
| -3% | -$24.9K | 0.05% | 245 |
|
|
2023
Q1 | $885K | Sell |
34,161
-17,308
| -34% | -$448K | 0.06% | 224 |
|
|
2022
Q4 | $1.24M | Buy |
+51,469
| New | +$1.24M | 0.1% | 133 |
|