SageView Advisory Group’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,213
Closed -$254K 548
2024
Q2
$254K Buy
+4,213
New +$254K 0.01% 480
2024
Q1
Sell
-4,434
Closed -$259K 704
2023
Q4
$259K Buy
+4,434
New +$259K 0.01% 555