Mark Sheptoff Financial Planning’s Saratoga Investment SAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-700	Closed	-$21K	–	480
2021 Q4	$21K	Hold	700	–	–	0.01%	251
2021 Q3	$20K	Sell	700 -400	-36%	-$11.4K	0.01%	247
2021 Q2	$30K	Buy	+1,100	New	+$30K	0.02%	234