Creative Planning’s Safeguard Scientifics, Inc. SFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-364
| Closed | -$364 | – | 3043 |
|
|
2023
Q3 | $364 | Buy |
+364
| New | +$364 | ﹤0.01% | 2780 |
|
|
2022
Q2 | – | Sell |
-300
| Closed | -$2K | – | 2457 |
|
|
2022
Q1 | $2K | Buy |
+300
| New | +$2K | ﹤0.01% | 2245 |
|
|
2017
Q3 | – | Sell |
-533
| Closed | -$6K | – | 3783 |
|
|
2017
Q2 | $6K | Sell |
533
-50
| -9% | -$563 | ﹤0.01% | 3879 |
|
|
2017
Q1 | $7K | Buy |
583
+50
| +9% | +$600 | ﹤0.01% | 3766 |
|
|
2016
Q4 | $7K | Buy |
533
+500
| +1,515% | +$6.57K | ﹤0.01% | 3722 |
|
|
2016
Q3 | $0 | Sell |
33
-550
| -94% | – | ﹤0.01% | 4547 |
|
|
2016
Q2 | $7K | Buy |
583
+50
| +9% | +$600 | ﹤0.01% | 3424 |
|
|
2016
Q1 | $7K | Hold |
533
| – | – | ﹤0.01% | 3385 |
|
|
2015
Q4 | $8K | Buy |
533
+500
| +1,515% | +$7.51K | ﹤0.01% | 3397 |
|
|
2015
Q3 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 4067 |
|
|
2015
Q2 | – | Sell |
-33
| Closed | -$1K | – | 3055 |
|
|
2015
Q1 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 3955 |
|
|
2014
Q4 | – | Sell |
-409
| Closed | -$8K | – | 4210 |
|
|
2014
Q3 | $8K | Buy |
409
+394
| +2,627% | +$7.71K | ﹤0.01% | 3037 |
|
|
2014
Q2 | $0 | Buy |
+15
| New | – | ﹤0.01% | 3856 |
|