Ahrens Investment Partners’s Saratoga Investment SAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $32.2K | Buy |
+1,272
| New | +$32.2K | 0.02% | 392 |
|
|
2022
Q3 | – | Sell |
-4,243
| Closed | -$102K | – | 746 |
|
|
2022
Q2 | $102K | Sell |
4,243
-7,687
| -64% | -$185K | 0.05% | 224 |
|
|
2022
Q1 | $325K | Buy |
11,930
+2,220
| +23% | +$60.5K | 0.1% | 140 |
|
|
2021
Q4 | $285K | Sell |
9,710
-1,200
| -11% | -$35.2K | 0.13% | 148 |
|
|
2021
Q3 | $314K | Buy |
+10,910
| New | +$314K | 0.15% | 143 |
|
|
2021
Q2 | – | Sell |
-42,100
| Closed | -$1.07M | – | 249 |
|
|
2021
Q1 | $1.07M | Sell |
42,100
-11,500
| -21% | -$291K | 0.54% | 49 |
|
|
2020
Q4 | $1.12M | Buy |
53,600
+30,700
| +134% | +$640K | 0.6% | 49 |
|
|
2020
Q3 | $384K | Sell |
22,900
-7,500
| -25% | -$126K | 0.26% | 91 |
|
|
2020
Q2 | $480K | Buy |
+30,400
| New | +$480K | 0.29% | 76 |
|
|
2020
Q1 | – | Sell |
-22,000
| Closed | -$549K | – | 169 |
|
|
2019
Q4 | $549K | Buy |
22,000
+400
| +2% | +$9.98K | 0.23% | 79 |
|
|
2019
Q3 | $534K | Buy |
21,600
+10,300
| +91% | +$255K | 0.24% | 79 |
|
|
2019
Q2 | $279K | Buy |
11,300
+2,300
| +26% | +$56.8K | 0.13% | 115 |
|
|
2019
Q1 | $201K | Sell |
9,000
-1,200
| -12% | -$26.8K | 0.09% | 147 |
|
|
2018
Q4 | $203K | Sell |
10,200
-700
| -6% | -$13.9K | 0.09% | 138 |
|
|
2018
Q3 | $252K | Buy |
10,900
+2,600
| +31% | +$60.1K | 0.09% | 136 |
|
|
2018
Q2 | $230K | Buy |
+8,300
| New | +$230K | 0.1% | 137 |
|
|
2017
Q2 | – | Sell |
-9,900
| Closed | -$215K | – | 178 |
|
|
2017
Q1 | $215K | Buy |
+9,900
| New | +$215K | 0.1% | 120 |
|