Wallace Advisory Group’s Saia SAIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-448
| Closed | -$212K | – | 195 |
|
|
2024
Q3 | $212K | Hold |
448
| – | – | 0.16% | 166 |
|
|
2024
Q2 | $212K | Sell |
448
-92
| -17% | -$43.6K | 0.15% | 166 |
|
|
2024
Q1 | $237K | Sell |
540
-72
| -12% | -$31.6K | 0.18% | 141 |
|
|
2023
Q4 | $244K | Sell |
612
-70
| -10% | -$27.9K | 0.19% | 130 |
|
|
2023
Q3 | $234K | Sell |
682
-157
| -19% | -$53.8K | 0.17% | 149 |
|
|
2023
Q2 | $228K | Hold |
839
| – | – | 0.17% | 142 |
|
|
2023
Q1 | $228K | Buy |
+839
| New | +$228K | 0.17% | 142 |
|