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SageView Advisory Group’s MSCI MSCI Stock Holding History

SageView Advisory Group’s Portfolio MSCI Stock Details MSCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-643
Closed -$310K – 547
2024
Q2 		$310K Sell
643
-5,739
-90% -$2.76M 0.01% 420
2024
Q1 		$601K Buy
6,382
+5,554
+671% +$523K 0.03% 285
2023
Q4 		$499K Buy
+828
New +$499K 0.02% 399