Envestnet Asset Management’s Safeguard Scientifics, Inc. SFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-871
| Closed | -$11K | – | 2754 |
|
|
2018
Q2 | $11K | Sell |
871
-18
| -2% | -$227 | ﹤0.01% | 2525 |
|
|
2018
Q1 | $11K | Sell |
889
-60
| -6% | -$742 | ﹤0.01% | 2487 |
|
|
2017
Q4 | $11K | Sell |
949
-529
| -36% | -$6.13K | ﹤0.01% | 2614 |
|
|
2017
Q3 | $20K | Sell |
1,478
-74
| -5% | -$1K | ﹤0.01% | 2495 |
|
|
2017
Q2 | $18K | Sell |
1,552
-270
| -15% | -$3.13K | ﹤0.01% | 2620 |
|
|
2017
Q1 | $23K | Buy |
1,822
+50
| +3% | +$631 | ﹤0.01% | 2648 |
|
|
2016
Q4 | $24K | Sell |
1,772
-624
| -26% | -$8.45K | ﹤0.01% | 2630 |
|
|
2016
Q3 | $31K | Buy |
2,396
+843
| +54% | +$10.9K | ﹤0.01% | 2734 |
|
|
2016
Q2 | $19K | Buy |
1,553
+189
| +14% | +$2.31K | ﹤0.01% | 2969 |
|
|
2016
Q1 | $18K | Sell |
1,364
-168
| -11% | -$2.22K | ﹤0.01% | 2982 |
|
|
2015
Q4 | $22K | Sell |
1,532
-569
| -27% | -$8.17K | ﹤0.01% | 2881 |
|
|
2015
Q3 | $33K | Buy |
+2,101
| New | +$33K | ﹤0.01% | 2811 |
|
|
2015
Q1 | – | Sell |
-518
| Closed | -$10K | – | 2471 |
|
|
2014
Q4 | $10K | Buy |
518
+86
| +20% | +$1.66K | ﹤0.01% | 1972 |
|
|
2014
Q3 | $8K | Buy |
432
+179
| +71% | +$3.32K | ﹤0.01% | 2204 |
|
|
2014
Q2 | $5K | Hold |
253
| – | – | ﹤0.01% | 2300 |
|
|
2014
Q1 | $6K | Buy |
+253
| New | +$6K | ﹤0.01% | 2068 |
|