Focused Wealth Management’s Safehold SAFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-76
| Closed | -$1.78K | – | 764 |
|
2023
Q4 | $1.78K | Hold |
76
| – | – | ﹤0.01% | 765 |
|
2023
Q3 | $1.35K | Hold |
76
| – | – | ﹤0.01% | 783 |
|
2023
Q2 | $1.8K | Hold |
76
| – | – | ﹤0.01% | 767 |
|
2023
Q1 | $2.2K | Buy |
76
+24
| +46% | +$693 | ﹤0.01% | 755 |
|
2022
Q4 | $2.48K | Sell |
52
-15
| -22% | -$715 | ﹤0.01% | 726 |
|
2022
Q3 | $3K | Hold |
67
| – | – | ﹤0.01% | 695 |
|
2022
Q2 | $4K | Hold |
67
| – | – | ﹤0.01% | 631 |
|
2022
Q1 | $8K | Hold |
67
| – | – | ﹤0.01% | 559 |
|
2021
Q4 | $8K | Hold |
67
| – | – | ﹤0.01% | 601 |
|
2021
Q3 | $8K | Hold |
67
| – | – | ﹤0.01% | 602 |
|
2021
Q2 | $7K | Hold |
67
| – | – | ﹤0.01% | 626 |
|
2021
Q1 | $6K | Hold |
67
| – | – | ﹤0.01% | 629 |
|
2020
Q4 | $5K | Hold |
67
| – | – | ﹤0.01% | 622 |
|
2020
Q3 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 598 |
|