Caldwell Trust’s Safeguard Scientifics, Inc. SFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-116
|
|
||||
2023
Q4 | $91 | Hold |
116
|
|
||||
2023
Q3 | $116 | Hold |
116
|
|
||||
2023
Q2 | $191 | Hold |
116
|
|
||||
2023
Q1 | $200 | Hold |
116
|
|
||||
2022
Q4 | $360 | Hold |
116
|
|
||||
2022
Q3 | $433 | Hold |
116
|
|
||||
2022
Q2 | $433 | Hold |
116
|
|
||||
2022
Q1 | $606 | Hold |
116
|
|
||||
2021
Q4 | $853 | Hold |
116
|
|
||||
2021
Q3 | $1.03K | Hold |
116
|
|
||||
2021
Q2 | $900 | Buy |
+116
|
|