Creative Planning’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,745
| Closed | -$360K | – | 2363 |
|
|
2022
Q2 | $360K | Buy |
5,745
+421
| +8% | +$26.4K | ﹤0.01% | 1490 |
|
|
2022
Q1 | $272K | Sell |
5,324
-2,170
| -29% | -$111K | ﹤0.01% | 1696 |
|
|
2021
Q4 | $362K | Sell |
7,494
-630
| -8% | -$30.4K | ﹤0.01% | 1497 |
|
|
2021
Q3 | $348K | Sell |
8,124
-3,480
| -30% | -$149K | ﹤0.01% | 1504 |
|
|
2021
Q2 | $593K | Sell |
11,604
-1,762
| -13% | -$90K | ﹤0.01% | 1178 |
|
|
2021
Q1 | $677K | Sell |
13,366
-1,688
| -11% | -$85.5K | ﹤0.01% | 1228 |
|
|
2020
Q4 | $801K | Buy |
15,054
+514
| +4% | +$27.3K | ﹤0.01% | 1041 |
|
|
2020
Q3 | $575K | Buy |
14,540
+2,000
| +16% | +$79.1K | ﹤0.01% | 1050 |
|
|
2020
Q2 | $332K | Hold |
12,540
| – | – | ﹤0.01% | 1237 |
|
|
2020
Q1 | $191K | Hold |
12,540
| – | – | ﹤0.01% | 1389 |
|
|
2019
Q4 | $296K | Sell |
12,540
-96
| -0.8% | -$2.27K | ﹤0.01% | 1401 |
|
|
2019
Q3 | $236K | Buy |
12,636
+96
| +0.8% | +$1.79K | ﹤0.01% | 1493 |
|
|
2019
Q2 | $251K | Sell |
12,540
-80
| -0.6% | -$1.6K | ﹤0.01% | 1472 |
|
|
2019
Q1 | $362K | Sell |
12,620
-8,799
| -41% | -$252K | ﹤0.01% | 1215 |
|
|
2018
Q4 | $503K | Buy |
+21,419
| New | +$503K | ﹤0.01% | 962 |
|