Geneos Wealth Management’s Saratoga Investment SAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-381
| Closed | -$9K | – | 2487 |
|
|
2022
Q2 | $9K | Sell |
381
-1,375
| -78% | -$32.5K | ﹤0.01% | 2006 |
|
|
2022
Q1 | $47K | Hold |
1,756
| – | – | ﹤0.01% | 1420 |
|
|
2021
Q4 | $51K | Buy |
1,756
+1,375
| +361% | +$39.9K | ﹤0.01% | 1475 |
|
|
2021
Q3 | $10K | Hold |
381
| – | – | ﹤0.01% | 2234 |
|
|
2021
Q2 | $10K | Hold |
381
| – | – | ﹤0.01% | 2209 |
|
|
2021
Q1 | $9K | Hold |
381
| – | – | ﹤0.01% | 2436 |
|
|
2020
Q4 | $9K | Hold |
381
| – | – | ﹤0.01% | 2269 |
|
|
2020
Q3 | $6K | Hold |
381
| – | – | ﹤0.01% | 2137 |
|
|
2020
Q2 | $6K | Hold |
381
| – | – | ﹤0.01% | 2104 |
|
|
2020
Q1 | $4K | Hold |
381
| – | – | ﹤0.01% | 2121 |
|
|
2019
Q4 | $9K | Hold |
381
| – | – | ﹤0.01% | 2013 |
|
|
2019
Q3 | $9K | Hold |
381
| – | – | ﹤0.01% | 1933 |
|
|
2019
Q2 | $9K | Hold |
381
| – | – | ﹤0.01% | 1944 |
|
|
2019
Q1 | $8K | Hold |
381
| – | – | ﹤0.01% | 1915 |
|
|
2018
Q4 | $7K | Hold |
381
| – | – | ﹤0.01% | 1896 |
|
|
2018
Q3 | $8K | Hold |
381
| – | – | ﹤0.01% | 1930 |
|
|
2018
Q2 | $10K | Hold |
381
| – | – | ﹤0.01% | 1730 |
|
|
2018
Q1 | $7K | Hold |
381
| – | – | ﹤0.01% | 1776 |
|
|
2017
Q4 | $8K | Hold |
381
| – | – | ﹤0.01% | 1711 |
|
|
2017
Q3 | $8K | Hold |
381
| – | – | ﹤0.01% | 1648 |
|
|
2017
Q2 | $7K | Hold |
381
| – | – | ﹤0.01% | 1647 |
|
|
2017
Q1 | $8K | Hold |
381
| – | – | ﹤0.01% | 1568 |
|
|
2016
Q4 | $7K | Hold |
381
| – | – | ﹤0.01% | 1542 |
|
|
2016
Q3 | $6K | Hold |
381
| – | – | ﹤0.01% | 1523 |
|
|
2016
Q2 | $6K | Hold |
381
| – | – | ﹤0.01% | 1477 |
|
|
2016
Q1 | $6K | Buy |
+381
| New | +$6K | ﹤0.01% | 1450 |
|