SAG
SageView Advisory Group’s Presidio Property Trust SQFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,667
| Closed | -$9.01K | – | 639 |
|
|
2025
Q1 | $9.01K | Hold |
15,667
| – | – | ﹤0.01% | 597 |
|
|
2024
Q4 | $12.5K | Buy |
+15,667
| New | +$12.5K | ﹤0.01% | 588 |
|
|
2024
Q1 | – | Sell |
-13,119
| Closed | -$15.1K | – | 812 |
|
|
2023
Q4 | $15.1K | Buy |
+13,119
| New | +$15.1K | ﹤0.01% | 641 |
|