Berman Capital Advisors’s Safehold SAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $5K | Buy |
44
+1
| +2% | +$114 | ﹤0.01% | 1438 |
|
|
2021
Q2 | $4K | Hold |
43
| – | – | ﹤0.01% | 1424 |
|
|
2021
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 1435 |
|
|
2020
Q4 | $3K | Hold |
43
| – | – | ﹤0.01% | 1324 |
|
|
2020
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 1335 |
|
|
2020
Q2 | $2K | Buy |
43
+3
| +8% | +$140 | ﹤0.01% | 1314 |
|
|
2020
Q1 | $2K | Buy |
40
+21
| +111% | +$1.05K | ﹤0.01% | 1176 |
|
|
2019
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 1379 |
|
|
2019
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 1360 |
|
|
2019
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 1380 |
|
|
2019
Q1 | $0 | Sell |
19
-20
| -51% | – | ﹤0.01% | 1467 |
|
|
2018
Q4 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 1052 |
|