SkyOak Wealth’s Saia SAIA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-796
| Closed | -$349K | – | 267 |
|
2023
Q4 | $349K | Sell |
796
-48
| -6% | -$21K | 0.09% | 153 |
|
2023
Q3 | $336K | Sell |
844
-113
| -12% | -$45K | 0.1% | 145 |
|
2023
Q2 | $328K | Buy |
957
+58
| +6% | +$19.9K | 0.09% | 161 |
|
2023
Q1 | $245K | Buy |
+899
| New | +$245K | 0.07% | 190 |
|