Number of Shares
6,100.00
Current Holdings Value*
$175,310.00
% of Portfolio
4.64%
Total Estimate Gain
$-19,082.00
% of Total Estimate Gain
-3.54%

SHELTON BDC INCOME FUND's Saratoga Investment Corp Holding Summary

As of 2021-09-30, SCM Trust held 6,100.00 shares of Saratoga Investment Corp(SAR), totaling $175,310.00. This investment constitutes 4.64% of their stock portfolio, and SCM Trust now holds 0.05% of the outstanding Saratoga Investment Corp(SAR) stock.

The initial trade took place in 2020Q1. And since then SHELTON BDC INCOME FUND has made 1 purchases of SAR, at an average price of $22.54, for a total of 23,900.00 shares. In addition, there have been 2 sales at an average price of $20.78 for 17,800.00 shares. Based on historical transaction data and SAR's current price of $24.54, SHELTON BDC INCOME FUND's estimated gain on his SAR holdings is $-19,082.00, reflecting a -3.54% gain to date.

SHELTON BDC INCOME FUND SAR ($24.54) Holding Chart

SHELTON BDC INCOME FUND SAR ($24.54) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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