Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,950
| Closed | -$140K | – | 986 |
|
|
2019
Q4 | $140K | Hold |
5,950
| – | – | 0.04% | 328 |
|
|
2019
Q3 | $111K | Hold |
5,950
| – | – | 0.04% | 362 |
|
|
2019
Q2 | $119K | Buy |
5,950
+900
| +18% | +$18K | 0.04% | 342 |
|
|
2019
Q1 | $145K | Buy |
5,050
+800
| +19% | +$23K | 0.05% | 324 |
|
|
2018
Q4 | $100K | Sell |
4,250
-650
| -13% | -$15.3K | 0.03% | 360 |
|
|
2018
Q3 | $167K | Buy |
4,900
+100
| +2% | +$3.41K | 0.05% | 327 |
|
|
2018
Q2 | $118K | Buy |
4,800
+1,600
| +50% | +$39.3K | 0.03% | 381 |
|
|
2018
Q1 | $66K | Buy |
+3,200
| New | +$66K | 0.02% | 484 |
|