CWM
SAFE

Curi Wealth Management’s Safehold Inc. SAFE Stock Holding History

Curi Wealth Management’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-264
Closed -$9K – 753
2022
Q2 		$9K Hold
264
– – ﹤0.01% 393
2022
Q1 		$14K Hold
264
– – ﹤0.01% 322
2021
Q4 		$21K Buy
+264
New +$21K ﹤0.01% 249