CM
SFE
CM Management’s Safeguard Scientifics, Inc. SFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-671,671
| Closed | -$527K | – | 80 |
|
|
2023
Q4 | $527K | Hold |
671,671
| – | – | 0.42% | 55 |
|
|
2023
Q3 | $672K | Hold |
671,671
| – | – | 0.71% | 45 |
|
|
2023
Q2 | $1.11M | Hold |
671,671
| – | – | 1.08% | 30 |
|
|
2023
Q1 | $1.16M | Hold |
671,671
| – | – | 1.37% | 29 |
|
|
2022
Q4 | $2.08M | Hold |
671,671
| – | – | 2.49% | 15 |
|
|
2022
Q3 | $2.51M | Hold |
671,671
| – | – | 2.8% | 9 |
|
|
2022
Q2 | $2.51M | Buy |
671,671
+71,671
| +12% | +$267K | 2.67% | 9 |
|
|
2022
Q1 | $3.13M | Hold |
600,000
| – | – | 2.63% | 8 |
|
|
2021
Q4 | $4.41M | Buy |
600,000
+25,000
| +4% | +$184K | 3.33% | 6 |
|
|
2021
Q3 | $5.11M | Hold |
575,000
| – | – | 3.81% | 4 |
|
|
2021
Q2 | $4.46M | Buy |
575,000
+25,000
| +5% | +$194K | 3.22% | 6 |
|
|
2021
Q1 | $3.75M | Buy |
550,000
+50,000
| +10% | +$341K | 2.79% | 10 |
|
|
2020
Q4 | $3.19M | Buy |
+500,000
| New | +$3.19M | 2.96% | 8 |
|