SAG
VERY
SageView Advisory Group’s Vericity, Inc. Common Stock VERY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-130,337
| Closed | -$1.49M | – | 591 |
|
|
2024
Q2 | $1.49M | Buy |
+130,337
| New | +$1.49M | 0.07% | 167 |
|
|
2023
Q2 | – | Sell |
-327,782
| Closed | -$2.42M | – | 555 |
|
|
2023
Q1 | $2.42M | Hold |
327,782
| – | – | 0.15% | 98 |
|
|
2022
Q4 | $2.46M | Buy |
+327,782
| New | +$2.46M | 0.2% | 79 |
|