McDonald Partners’s Saratoga Investment SAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20,264	Closed	-$470K	–	245
2024 Q3	$470K	Sell	20,264 -11	-0.1%	-$255	0.12%	169
2024 Q2	$460K	Hold	20,275	–	–	0.12%	169
2024 Q1	$470K	Hold	20,275	–	–	0.13%	172
2023 Q4	$524K	Buy	+20,275	New	+$524K	0.16%	158