Optimum Investment Advisors’s Saratoga Investment SAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-200
| Closed | -$3K | – | 925 |
|
2020
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 794 |
|
2020
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 792 |
|
2020
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 812 |
|
2019
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 848 |
|
2019
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 884 |
|