Valeo Financial Advisors’s Saratoga Investment SAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$14K | – | 2065 |
|
|
2020
Q1 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 949 |
|
|
2019
Q4 | $25K | Sell |
1,000
-4,813
| -83% | -$120K | ﹤0.01% | 853 |
|
|
2019
Q3 | $144K | Hold |
5,813
| – | – | 0.02% | 356 |
|
|
2019
Q2 | $144K | Hold |
5,813
| – | – | 0.02% | 358 |
|
|
2019
Q1 | $130K | Sell |
5,813
-3,107
| -35% | -$69.5K | 0.02% | 360 |
|
|
2018
Q4 | $178K | Buy |
8,920
+3,200
| +56% | +$63.9K | 0.03% | 268 |
|
|
2018
Q3 | $120K | Buy |
5,720
+3,000
| +110% | +$62.9K | 0.02% | 358 |
|
|
2018
Q2 | $66K | Buy |
+2,720
| New | +$66K | 0.01% | 488 |
|