Bartlett & Co Wealth Management’s Saratoga Investment SAR Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SAR Stock Details SAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$48.8K	Hold
2025 Q2	$49.6K	Hold
2025 Q1	$50.7K	Buy
2024 Q4	$12K	Hold
2024 Q3	$11.6K	Hold
2024 Q2	$11.3K	Hold
2024 Q1	$11.6K	Hold
2023 Q4	$12.9K	Hold
2023 Q3	$12.8K	Hold
2023 Q2	$13.5K	Buy