Financial Architects (New Jersey)’s Safeguard Scientifics, Inc. SFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-270
| Closed | -$2K | – | 801 |
|
|
2020
Q2 | $2K | Hold |
270
| – | – | ﹤0.01% | 816 |
|
|
2020
Q1 | $1K | Sell |
270
-166
| -38% | -$615 | ﹤0.01% | 832 |
|
|
2019
Q4 | $5K | Hold |
436
| – | – | ﹤0.01% | 775 |
|
|
2019
Q3 | $5K | Buy |
436
+166
| +61% | +$1.9K | ﹤0.01% | 817 |
|
|
2019
Q2 | $3K | Hold |
270
| – | – | ﹤0.01% | 957 |
|
|
2019
Q1 | $3K | Hold |
270
| – | – | ﹤0.01% | 1183 |
|
|
2018
Q4 | $2K | Hold |
270
| – | – | ﹤0.01% | 1121 |
|
|
2018
Q3 | $3K | Hold |
270
| – | – | ﹤0.01% | 1165 |
|
|
2018
Q2 | $3K | Hold |
270
| – | – | ﹤0.01% | 1186 |
|
|
2018
Q1 | $3K | Hold |
270
| – | – | ﹤0.01% | 1168 |
|
|
2017
Q4 | $3K | Hold |
270
| – | – | ﹤0.01% | 1254 |
|
|
2017
Q3 | $4K | Hold |
270
| – | – | ﹤0.01% | 1240 |
|
|
2017
Q2 | $3K | Hold |
270
| – | – | ﹤0.01% | 1282 |
|
|
2017
Q1 | $3K | Hold |
270
| – | – | ﹤0.01% | 1303 |
|
|
2016
Q4 | $4K | Hold |
270
| – | – | ﹤0.01% | 1183 |
|
|
2016
Q3 | $3K | Hold |
270
| – | – | ﹤0.01% | 1247 |
|
|
2016
Q2 | $3K | Hold |
270
| – | – | ﹤0.01% | 1218 |
|
|
2016
Q1 | $4K | Buy |
+270
| New | +$4K | ﹤0.01% | 920 |
|
|
2015
Q3 | – | Sell |
-270
| Closed | -$5K | – | 949 |
|
|
2015
Q2 | $5K | Hold |
270
| – | – | ﹤0.01% | 944 |
|
|
2015
Q1 | $5K | Hold |
270
| – | – | ﹤0.01% | 879 |
|
|
2014
Q4 | $5K | Hold |
270
| – | – | ﹤0.01% | 829 |
|
|
2014
Q3 | $5K | Hold |
270
| – | – | ﹤0.01% | 743 |
|
|
2014
Q2 | $6K | Buy |
+270
| New | +$6K | ﹤0.01% | 748 |
|
|
2013
Q4 | – | Sell |
-270
| Closed | -$4K | – | 592 |
|
|
2013
Q3 | $4K | Hold |
270
| – | – | ﹤0.01% | 622 |
|
|
2013
Q2 | $4K | Buy |
+270
| New | +$4K | ﹤0.01% | 574 |
|