Cornerstone Planning Group’s Safe Bulkers SB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-161
| Closed | -$536 | – | 1663 |
|
|
2025
Q1 | $536 | Hold |
161
| – | – | ﹤0.01% | 1280 |
|
|
2024
Q4 | $559 | Buy |
161
+36
| +29% | +$125 | ﹤0.01% | 1107 |
|
|
2024
Q3 | $533 | Hold |
125
| – | – | ﹤0.01% | 1074 |
|
|
2024
Q2 | $583 | Hold |
125
| – | – | ﹤0.01% | 1053 |
|
|
2024
Q1 | $649 | Buy |
+125
| New | +$649 | ﹤0.01% | 869 |
|