Wealthcare Advisory Partners’s Saratoga Investment SAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $990K | Buy |
39,926
+7,040
| +21% | +$175K | 0.02% | 486 |
|
|
2025
Q1 | $833K | Buy |
32,886
+41
| +0.1% | +$1.04K | 0.02% | 478 |
|
|
2024
Q4 | $786K | Buy |
32,845
+911
| +3% | +$21.8K | 0.02% | 474 |
|
|
2024
Q3 | $741K | Buy |
31,934
+1,280
| +4% | +$29.7K | 0.02% | 482 |
|
|
2024
Q2 | $696K | Buy |
30,654
+52
| +0.2% | +$1.18K | 0.02% | 468 |
|
|
2024
Q1 | $710K | Buy |
+30,602
| New | +$710K | 0.02% | 472 |
|