SAG
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SageView Advisory Group’s Wayfair W Stock Holding History

SageView Advisory Group’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,811
Closed -$300K – 801
2024
Q1 		$300K Buy
+13,811
New +$300K 0.02% 413