Creative Planning’s Safehold Inc. SAFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-25,565
Closed -$1.62M 1962
2020
Q1
$1.62M Buy
25,565
+640
+3% +$40.5K 0.01% 487
2019
Q4
$1M Buy
+24,925
New +$1M ﹤0.01% 782