SAG
U icon

SageView Advisory Group’s Unity U Stock Holding History

SageView Advisory Group’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-772
Closed -$557K – 772
2024
Q1 		$557K Buy
+772
New +$557K 0.03% 303