Atria Wealth Solutions’s Saratoga Investment SAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,955
| Closed | -$231K | – | 2048 |
|
|
2024
Q3 | $231K | Hold |
9,955
| – | – | ﹤0.01% | 1666 |
|
|
2024
Q2 | $226K | Sell |
9,955
-1,200
| -11% | -$27.2K | ﹤0.01% | 1660 |
|
|
2024
Q1 | $259K | Sell |
11,155
-500
| -4% | -$11.6K | ﹤0.01% | 1650 |
|
|
2023
Q4 | $301K | Hold |
11,655
| – | – | ﹤0.01% | 1486 |
|
|
2023
Q3 | $300K | Buy |
11,655
+750
| +7% | +$19.3K | ﹤0.01% | 1412 |
|
|
2023
Q2 | $294K | Buy |
10,905
+2,400
| +28% | +$64.8K | ﹤0.01% | 1453 |
|
|
2023
Q1 | $215K | Buy |
+8,505
| New | +$215K | ﹤0.01% | 1621 |
|