Cerity Partners’s Saratoga Investment SAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $431K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $505K | Sell |
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|
2023
Q1 | $625K | Sell |
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|
2022
Q4 | $678K | Hold |
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|
2022
Q3 | $553K | Sell |
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|
2022
Q2 | $688K | Sell |
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|
2022
Q1 | $1.37M | Sell |
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|
2021
Q4 | $1.53M | Sell |
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|
2021
Q3 | $1.53M | Buy |
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|
2021
Q2 | $1.42M | Sell |
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|
2021
Q1 | $1.44M | Sell |
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|
2020
Q4 | $1.32M | Buy |
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|
2020
Q3 | $1.07M | Buy |
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