YorkBridge Wealth Partners’s Saia SAIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $273K | Sell |
1,301
-13
| -1% | -$2.73K | 0.07% | 210 |
|
|
2022
Q3 | $250K | Sell |
1,314
-107
| -8% | -$20.4K | 0.06% | 232 |
|
|
2022
Q2 | $267K | Buy |
1,421
+173
| +14% | +$32.5K | 0.07% | 217 |
|
|
2022
Q1 | $304K | Buy |
+1,248
| New | +$304K | 0.07% | 238 |
|
|
2018
Q3 | – | Sell |
-50
| Closed | -$4K | – | 829 |
|
|
2018
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 710 |
|
|
2018
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 702 |
|
|
2017
Q4 | $4K | Buy |
50
+7
| +16% | +$560 | ﹤0.01% | 734 |
|
|
2017
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 752 |
|
|
2017
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 793 |
|
|
2017
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 780 |
|
|
2016
Q4 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 773 |
|