TWM
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TMD Wealth Management’s Saratoga Investment SAR Stock Holding History

TMD Wealth Management’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		$1.54M Sell
67,730
-497
-0.7% -$11.3K 0.34% 24
2024
Q1 		$1.58M Buy
68,227
+9,447
+16% +$219K 0.37% 26
2023
Q4 		$1.52M Buy
+58,780
New +$1.52M 0.4% 26