Baystate Wealth Management’s Safe Bulkers SB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,000
| Closed | -$17K | – | 671 |
|
|
2019
Q4 | $17K | Hold |
10,000
| – | – | ﹤0.01% | 342 |
|
|
2019
Q3 | $18K | Hold |
10,000
| – | – | ﹤0.01% | 301 |
|
|
2019
Q2 | $17K | Hold |
10,000
| – | – | ﹤0.01% | 321 |
|
|
2019
Q1 | $16K | Hold |
10,000
| – | – | ﹤0.01% | 331 |
|
|
2018
Q4 | $20K | Hold |
10,000
| – | – | ﹤0.01% | 306 |
|
|
2018
Q3 | $26K | Hold |
10,000
| – | – | ﹤0.01% | 276 |
|
|
2018
Q2 | $35K | Hold |
10,000
| – | – | 0.01% | 229 |
|
|
2018
Q1 | $32K | Hold |
10,000
| – | – | ﹤0.01% | 241 |
|
|
2017
Q4 | $37K | Buy |
10,000
+9,000
| +900% | +$33.3K | 0.01% | 232 |
|
|
2017
Q3 | $29K | Buy |
+1,000
| New | +$29K | ﹤0.01% | 242 |
|