TJHA
Thomas J. Herzfeld Advisors’s Saratoga Investment SAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-81,998
| Closed | -$1.97M | – | 333 |
|
|
2022
Q2 | $1.97M | Sell |
81,998
-82,251
| -50% | -$1.97M | 0.81% | 41 |
|
|
2022
Q1 | $4.48M | Buy |
164,249
+63,359
| +63% | +$1.73M | 1.68% | 12 |
|
|
2021
Q4 | $2.96M | Buy |
+100,890
| New | +$2.96M | 1.08% | 31 |
|