Concord Wealth Partners’s Safety Insurance SAFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10
| Closed | -$843 | – | 1183 |
|
|
2022
Q4 | $843 | Buy |
+10
| New | +$843 | ﹤0.01% | 1100 |
|
|
2022
Q3 | – | Sell |
-51
| Closed | -$5K | – | 941 |
|
|
2022
Q2 | $5K | Hold |
51
| – | – | ﹤0.01% | 835 |
|
|
2022
Q1 | $5K | Hold |
51
| – | – | ﹤0.01% | 921 |
|
|
2021
Q4 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 1011 |
|
|
2021
Q3 | – | Sell |
-49
| Closed | -$4K | – | 1010 |
|
|
2021
Q2 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 781 |
|