Waverly Advisors’s Sabre SABR Stock Holding History

Waverly Advisors’s Portfolio SABR Stock Details SABR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$19.8K	Buy
2018 Q1	–	Sell
2017 Q4	$1.07M	Sell
2017 Q3	$945K	Buy
2017 Q2	$507K	Hold
2017 Q1	$493K	Buy
2015 Q2	–	Sell
2015 Q1	$9K	Sell
2014 Q4	$49K	Hold
2014 Q3	$43K	Buy