WLPWM
SAGE
Walled Lake Planning & Wealth Management’s Sage Therapeutics SAGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-44
| Closed | -$2K | – | 276 |
|
|
2021
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 310 |
|
|
2021
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 293 |
|
|
2021
Q1 | $3K | Hold |
44
| – | – | ﹤0.01% | 280 |
|
|
2020
Q4 | $4K | Hold |
44
| – | – | ﹤0.01% | 259 |
|
|
2020
Q3 | $3K | Hold |
44
| – | – | ﹤0.01% | 282 |
|
|
2020
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 293 |
|
|
2020
Q1 | $1K | Hold |
44
| – | – | ﹤0.01% | 307 |
|
|
2019
Q4 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 249 |
|