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Simplify Asset Management’s Saratoga Investment SAR Stock Holding History

Simplify Asset Management’s Portfolio SAR Stock Details SAR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-51,700
Closed -$1.34M – 128
2023
Q4 		$1.34M Buy
51,700
+3,200
+7% +$82.8K 0.12% 55
2023
Q3 		$1.25M Buy
+48,500
New +$1.25M 0.14% 62