TSWM
Triangle Securities Wealth Management’s Strategas Global Policy Opportunities ETF SAGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Sell |
80,519
-559
| -0.7% | -$18.4K | 0.65% | 46 |
|
|
2025
Q1 | $2.45M | Buy |
81,078
+1,456
| +2% | +$43.9K | 0.63% | 48 |
|
|
2024
Q4 | $2.27M | Buy |
79,622
+20
| +0% | +$570 | 0.58% | 51 |
|
|
2024
Q3 | $2.39M | Sell |
79,602
-3,209
| -4% | -$96.5K | 0.62% | 48 |
|
|
2024
Q2 | $2.25M | Buy |
82,811
+2,295
| +3% | +$62.4K | 0.64% | 51 |
|
|
2024
Q1 | $2.22M | Buy |
80,516
+492
| +0.6% | +$13.6K | 0.63% | 46 |
|
|
2023
Q4 | $2.08M | Buy |
80,024
+1,489
| +2% | +$38.7K | 0.65% | 46 |
|
|
2023
Q3 | $1.85M | Buy |
78,535
+4,522
| +6% | +$107K | 0.66% | 46 |
|
|
2023
Q2 | $1.86M | Buy |
74,013
+9,431
| +15% | +$237K | 0.64% | 50 |
|
|
2023
Q1 | $1.58M | Buy |
64,582
+24,573
| +61% | +$600K | 0.56% | 59 |
|
|
2022
Q4 | $943K | Buy |
+40,009
| New | +$943K | 0.35% | 85 |
|