Glassman Wealth Services’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 |
-213
| Closed | -$4.98K | – | 1503 |
|
|
2023
Q4 | $4.98K | Buy |
213
+134
| +170% | +$3.14K | ﹤0.01% | 1086 |
|
|
2023
Q3 | $1.41K | Sell |
79
-5
| -6% | -$89 | ﹤0.01% | 1448 |
|
|
2023
Q2 | $1.99K | Sell |
84
-18
| -18% | -$427 | ﹤0.01% | 1246 |
|
|
2023
Q1 | $3.04K | Buy |
102
+77
| +308% | +$2.29K | ﹤0.01% | 1134 |
|
|
2022
Q4 | $1.21K | Sell |
25
-3
| -11% | -$145 | ﹤0.01% | 1380 |
|
|
2022
Q3 | $1K | Buy |
28
+27
| +2,700% | +$964 | ﹤0.01% | 1509 |
|
|
2022
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1951 |
|
|
2017
Q1 | – | Sell |
-4,432
| Closed | -$267K | – | 679 |
|
|
2016
Q4 | $267K | Buy |
+4,432
| New | +$267K | 0.19% | 55 |
|
|
2016
Q2 | – | Sell |
-4,432
| Closed | -$208K | – | 448 |
|
|
2016
Q1 | $208K | Sell |
4,432
-271
| -6% | -$12.7K | 0.19% | 54 |
|
|
2015
Q4 | $268K | Hold |
4,703
| – | – | 0.24% | 49 |
|
|
2015
Q3 | $288K | Buy |
4,703
+657
| +16% | +$40.2K | 0.26% | 40 |
|
|
2015
Q2 | $262K | Buy |
4,046
+522
| +15% | +$33.8K | 0.21% | 49 |
|
|
2015
Q1 | $223K | Sell |
3,524
-328
| -9% | -$20.8K | 0.18% | 57 |
|
|
2014
Q4 | $256K | Buy |
+3,852
| New | +$256K | 0.19% | 54 |
|