AWS
SAFE

Atria Wealth Solutions’s Safehold SAFE Stock Holding History

Atria Wealth Solutions’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-18,791
Closed -$847K – 1861
2022
Q3 		$847K Buy
18,791
+5,462
+41% +$246K 0.01% 774
2022
Q2 		$890K Sell
13,329
-531
-4% -$35.5K 0.02% 723
2022
Q1 		$1.58M Buy
+13,860
New +$1.58M 0.03% 555