Empirical Wealth Management’s Safe Bulkers SB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-27,765
| Closed | -$29K | – | 387 |
|
|
2020
Q3 | $29K | Hold |
27,765
| – | – | ﹤0.01% | 343 |
|
|
2020
Q2 | $34K | Sell |
27,765
-5,000
| -15% | -$6.12K | ﹤0.01% | 322 |
|
|
2020
Q1 | $39K | Buy |
32,765
+11,957
| +57% | +$14.2K | ﹤0.01% | 307 |
|
|
2019
Q4 | $35K | Hold |
20,808
| – | – | ﹤0.01% | 318 |
|
|
2019
Q3 | $36K | Sell |
20,808
-5,000
| -19% | -$8.65K | ﹤0.01% | 277 |
|
|
2019
Q2 | $40K | Hold |
25,808
| – | – | 0.01% | 260 |
|
|
2019
Q1 | $38K | Buy |
+25,808
| New | +$38K | 0.01% | 232 |
|