J.P. Morgan Private Wealth Advisors’s Saratoga Investment SAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $202K | Sell |
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|
2023
Q1 | $346K | Hold |
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|
2022
Q4 | $349K | Hold |
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|
2022
Q3 | $284K | Buy |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $354K | Buy |
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|
2021
Q4 | $264K | Buy |
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|
2021
Q3 | $244K | Hold |
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|
2021
Q2 | $228K | Hold |
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|
2021
Q1 | $215K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $881K | Buy |
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|
2020
Q2 | $705K | Buy |
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|
2020
Q1 | $456K | Sell |
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|
2019
Q4 | $1.15M | Buy |
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|
2019
Q3 | $544K | Sell |
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|
2019
Q2 | $681K | Buy |
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|
2019
Q1 | $602K | Sell |
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|
2018
Q4 | $578K | Buy |
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|
2018
Q3 | $659K | Hold |
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|
2018
Q2 | $790K | Hold |
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|
2018
Q1 | $594K | Buy |
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|
2017
Q4 | $637K | Buy |
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|
2017
Q3 | $602K | Buy |
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|
2017
Q2 | $574K | Hold |
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|
2017
Q1 | $596K | Buy |
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|
2016
Q4 | $540K | Buy |
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|
2016
Q3 | $414K | Buy |
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|
2016
Q2 | $380K | Buy |
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|
2016
Q1 | $282K | Buy |
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