CIBC Private Wealth Group’s Saratoga Investment SAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4K | Buy |
700
+500
| +250% | +$12.4K | ﹤0.01% | 2070 |
|
|
2025
Q1 | $4.29K | Hold |
200
| – | – | ﹤0.01% | 2489 |
|
|
2024
Q4 | $4.9K | Sell |
200
-200
| -50% | -$4.9K | ﹤0.01% | 2477 |
|
|
2024
Q3 | $9.28K | Sell |
400
-100
| -20% | -$2.32K | ﹤0.01% | 2425 |
|
|
2024
Q2 | $11.3K | Sell |
500
-100
| -17% | -$2.26K | ﹤0.01% | 2248 |
|
|
2024
Q1 | $13.9K | Buy |
+600
| New | +$13.9K | ﹤0.01% | 2160 |
|
|
2018
Q3 | – | Sell |
-300
| Closed | -$8K | – | 1573 |
|
|
2018
Q2 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 1624 |
|