Sage View Advisory Group, LLC Spdr Portfolio Transaction History

Sage View Advisory Group, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$68.71 - $80.95 $498,284 - $587,049	-7,252 Reduced 69.27%	3,217 $258 Million
Q1 2024 May 08, 2024	SELL	$63.12 - $73.73 $176,925 - $206,665	-2,803 Reduced 21.12%	10,469 $268 Million
Q4 2023 Feb 09, 2024	BUY	$57.02 - $65.3 $166,384 - $190,545	2,918 Added 28.18%	13,272 $907 Million
Q3 2023 Nov 02, 2023	SELL	$58.97 - $62.89 $7,253 - $7,735	-123 Reduced 1.17%	10,354 $614 Million
Q2 2023 Aug 11, 2023	BUY	$54.76 - $61.01 $573,720 - $639,201	10,477 New	10,477 $639 Million
Q4 2022 Feb 14, 2023	BUY	$49.14 - $55.07 $295,183 - $330,805	6,007 New	6,007 $304 Million

1,096

280M

399K

203K

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