Advisory Services Network’s Saratoga Investment SAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-772
| Closed | -$19.5K | – | 3262 |
|
|
2023
Q1 | $19.5K | Buy |
772
+6
| +0.8% | +$152 | ﹤0.01% | 2557 |
|
|
2022
Q4 | $19.5K | Buy |
+766
| New | +$19.5K | ﹤0.01% | 2495 |
|
|
2021
Q3 | – | Sell |
-217
| Closed | -$6K | – | 2897 |
|
|
2021
Q2 | $6K | Buy |
+217
| New | +$6K | ﹤0.01% | 3015 |
|
|
2021
Q1 | – | Sell |
-112
| Closed | -$2K | – | 2839 |
|
|
2020
Q4 | $2K | Buy |
112
+2
| +2% | +$36 | ﹤0.01% | 3040 |
|
|
2020
Q3 | $2K | Buy |
+110
| New | +$2K | ﹤0.01% | 3179 |
|
|
2020
Q2 | – | Sell |
-236
| Closed | -$3K | – | 2450 |
|
|
2020
Q1 | $3K | Buy |
236
+5
| +2% | +$64 | ﹤0.01% | 2666 |
|
|
2019
Q4 | $6K | Buy |
231
+11
| +5% | +$286 | ﹤0.01% | 2566 |
|
|
2019
Q3 | $5K | Hold |
220
| – | – | ﹤0.01% | 2426 |
|
|
2019
Q2 | $5K | Buy |
+220
| New | +$5K | ﹤0.01% | 2424 |
|