SAG
SageView Advisory Group’s Petrobras PBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,846
| Closed | -$2.95M | – | 694 |
|
|
2024
Q1 | $2.95M | Sell |
16,846
-24,584
| -59% | -$4.3M | 0.15% | 82 |
|
|
2023
Q4 | $706K | Buy |
+41,430
| New | +$706K | 0.03% | 321 |
|
|
2023
Q1 | – | Sell |
-20,117
| Closed | -$214K | – | 475 |
|
|
2022
Q4 | $214K | Buy |
+20,117
| New | +$214K | 0.02% | 388 |
|