Financial Advocates Investment Management’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
Q2 | – | Sell |
-8,026
| Closed | -$411K | – | 802 |
|
|
2022
Q1 | $411K | Sell |
8,026
-300
| -4% | -$15.4K | 0.03% | 491 |
|
|
2021
Q4 | $402K | Sell |
8,326
-37
| -0.4% | -$1.79K | 0.03% | 539 |
|
|
2021
Q3 | $359K | Hold |
8,363
| – | – | 0.02% | 563 |
|
|
2021
Q2 | $427K | Sell |
8,363
-300
| -3% | -$15.3K | 0.03% | 503 |
|
|
2021
Q1 | $439K | Sell |
8,663
-300
| -3% | -$15.2K | 0.03% | 498 |
|
|
2020
Q4 | $477K | Sell |
8,963
-300
| -3% | -$16K | 0.03% | 458 |
|
|
2020
Q3 | $367K | Buy |
9,263
+229
| +3% | +$9.07K | 0.03% | 425 |
|
|
2020
Q2 | $239K | Buy |
+9,034
| New | +$239K | 0.02% | 499 |
|
|
2020
Q1 | – | Sell |
-9,300
| Closed | -$219K | – | 548 |
|
|
2019
Q4 | $219K | Buy |
+9,300
| New | +$219K | 0.02% | 463 |
|
|
2019
Q2 | – | Sell |
-9,875
| Closed | -$284K | – | 487 |
|
|
2019
Q1 | $284K | Sell |
9,875
-275
| -3% | -$7.91K | 0.04% | 369 |
|
|
2018
Q4 | $238K | Buy |
10,150
+200
| +2% | +$4.69K | 0.03% | 382 |
|
|
2018
Q3 | $338K | Buy |
9,950
+150
| +2% | +$5.1K | 0.04% | 360 |
|
|
2018
Q2 | $245K | Buy |
+9,800
| New | +$245K | 0.03% | 417 |
|