CIBC Private Wealth Group
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CIBC Private Wealth Group’s Saratoga Investment SAR Stock Holding History

CIBC Private Wealth Group’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
Q2 		$17.4K Buy
2025
Q1 		$4.29K Hold
2024
Q4 		$4.9K Sell
2024
Q3 		$9.28K Sell
2024
Q2 		$11.3K Sell
2024
Q1 		$13.9K Buy
2018
Q3 		– Sell
2018
Q2 		$8K Buy