Sage View Advisory Group, LLC Ishares S&P Midcap 400 Growth Transaction History

Sage View Advisory Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$67.78 - $80.04 $25,824 - $30,495	381 Added 4.11%	9,658 $774 Million
Q3 2023 Nov 02, 2023	SELL	$71.48 - $77.94 $13,366 - $14,574	-187 Reduced 1.98%	9,277 $670 Million
Q2 2023 Aug 11, 2023	SELL	$69.13 - $75.0 $28,343 - $30,750	-410 Reduced 4.15%	9,464 $710 Million
Q1 2023 May 01, 2023	BUY	$67.77 - $74.78 $36,392 - $40,156	537 Added 5.75%	9,874 $706 Million
Q4 2022 Feb 14, 2023	BUY	$66.9 - $72.95 $624,645 - $681,134	9,337 New	9,337 $638 Million

868

70.7M

3.3K

200

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