Valeo Financial Advisors’s Saratoga Investment SAR Stock Holding History

Valeo Financial Advisors’s Portfolio SAR Stock Details SAR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell
2020 Q1	$14K	Hold
2019 Q4	$25K	Sell
2019 Q3	$144K	Hold
2019 Q2	$144K	Hold
2019 Q1	$130K	Sell
2018 Q4	$178K	Buy
2018 Q3	$120K	Buy
2018 Q2	$66K	Buy