Creative Planning’s Saratoga Investment SAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,010
| Closed | -$22K | – | 4632 |
|
|
2017
Q1 | $22K | Buy |
1,010
+1,000
| +10,000% | +$21.8K | ﹤0.01% | 3037 |
|
|
2016
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 4573 |
|
|
2015
Q2 | – | Sell |
-3,095
| Closed | -$49K | – | 2529 |
|
|
2015
Q1 | $49K | Hold |
3,095
| – | – | ﹤0.01% | 2033 |
|
|
2014
Q4 | $46K | Buy |
3,095
+2,000
| +183% | +$29.7K | ﹤0.01% | 2048 |
|
|
2014
Q3 | $18K | Buy |
+1,095
| New | +$18K | ﹤0.01% | 2579 |
|