SAG
SageView Advisory Group’s NNN REIT NNN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,858
| Closed | -$236K | – | 601 |
|
|
2024
Q3 | $236K | Sell |
4,858
-269
| -5% | -$13K | 0.01% | 458 |
|
|
2024
Q2 | $218K | Buy |
+5,127
| New | +$218K | 0.01% | 515 |
|
|
2024
Q1 | – | Sell |
-8,781
| Closed | -$356K | – | 710 |
|
|
2023
Q4 | $356K | Sell |
8,781
-9,285
| -51% | -$377K | 0.02% | 464 |
|
|
2023
Q3 | $638K | Sell |
18,066
-6,301
| -26% | -$223K | 0.04% | 288 |
|
|
2023
Q2 | $1.04M | Buy |
24,367
+344
| +1% | +$14.7K | 0.06% | 219 |
|
|
2023
Q1 | $1.06M | Buy |
+24,023
| New | +$1.06M | 0.07% | 194 |
|