Belpointe Asset Management’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 |
-1,000
| Closed | -$25.3K | – | 2835 |
|
|
2023
Q1 | $25.3K | Hold |
1,000
| – | – | ﹤0.01% | 2170 |
|
|
2022
Q4 | $25.5K | Buy |
+1,000
| New | +$25.5K | ﹤0.01% | 2010 |
|
|
2019
Q2 | – | Sell |
-16,295
| Closed | -$363K | – | 642 |
|
|
2019
Q1 | $363K | Buy |
16,295
+581
| +4% | +$12.9K | 0.07% | 212 |
|
|
2018
Q4 | $313K | Sell |
15,714
-440
| -3% | -$8.76K | 0.08% | 271 |
|
|
2018
Q3 | $373K | Buy |
16,154
+853
| +6% | +$19.7K | 0.06% | 316 |
|
|
2018
Q2 | $424K | Sell |
15,301
-10,838
| -41% | -$300K | 0.12% | 199 |
|
|
2018
Q1 | $544K | Sell |
26,139
-9,168
| -26% | -$191K | 0.16% | 135 |
|
|
2017
Q4 | $790K | Sell |
35,307
-3,535
| -9% | -$79.1K | 0.17% | 127 |
|
|
2017
Q3 | $836K | Buy |
+38,842
| New | +$836K | 0.2% | 114 |
|