Tradition Wealth Management’s Saratoga Investment SAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,715
| Closed | -$44K | – | 1027 |
|
|
2023
Q4 | $44K | Buy |
1,715
+91
| +6% | +$2.34K | ﹤0.01% | 659 |
|
|
2023
Q3 | $42K | Hold |
1,624
| – | – | 0.01% | 648 |
|
|
2023
Q2 | $44K | Buy |
1,624
+41
| +3% | +$1.11K | 0.01% | 664 |
|
|
2023
Q1 | $40K | Buy |
1,583
+81
| +5% | +$2.05K | 0.01% | 675 |
|
|
2022
Q4 | $38K | Hold |
1,502
| – | – | 0.01% | 600 |
|
|
2022
Q3 | $31K | Buy |
1,502
+37
| +3% | +$764 | ﹤0.01% | 647 |
|
|
2022
Q2 | $35K | Buy |
1,465
+32
| +2% | +$765 | 0.01% | 536 |
|
|
2022
Q1 | $39K | Buy |
1,433
+53
| +4% | +$1.44K | 0.01% | 568 |
|
|
2021
Q4 | $41K | Hold |
1,380
| – | – | 0.01% | 580 |
|
|
2021
Q3 | $40K | Buy |
1,380
+24
| +2% | +$696 | 0.01% | 566 |
|
|
2021
Q2 | $36K | Buy |
1,356
+45
| +3% | +$1.2K | 0.01% | 621 |
|
|
2021
Q1 | $33K | Buy |
1,311
+22
| +2% | +$554 | 0.01% | 535 |
|
|
2020
Q4 | $27K | Buy |
+1,289
| New | +$27K | 0.01% | 530 |
|