Blue Bell Private Wealth Management’s Safeguard Scientifics, Inc. SFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-517
| Closed | -$406 | – | 757 |
|
|
2023
Q4 | $406 | Hold |
517
| – | – | ﹤0.01% | 706 |
|
|
2023
Q3 | $517 | Hold |
517
| – | – | ﹤0.01% | 659 |
|
|
2023
Q2 | $853 | Hold |
517
| – | – | ﹤0.01% | 646 |
|
|
2023
Q1 | $889 | Hold |
517
| – | – | ﹤0.01% | 622 |
|
|
2022
Q4 | $1.6K | Hold |
517
| – | – | ﹤0.01% | 588 |
|
|
2022
Q3 | $2K | Hold |
517
| – | – | ﹤0.01% | 630 |
|
|
2022
Q2 | $2K | Sell |
517
-41
| -7% | -$159 | ﹤0.01% | 665 |
|
|
2022
Q1 | $3K | Hold |
558
| – | – | ﹤0.01% | 652 |
|
|
2021
Q4 | $4K | Buy |
+558
| New | +$4K | ﹤0.01% | 591 |
|