WIM
SAGE

WealthPlan Investment Management’s Sage Therapeutics SAGE Stock Holding History

WealthPlan Investment Management’s Portfolio SAGE Stock Details SAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-232
Closed -$10.9K – 313
2023
Q2 		$10.9K Sell
232
-3,385
-94% -$159K ﹤0.01% 275
2023
Q1 		$152K Buy
+3,617
New +$152K 0.03% 172