HSA
SAFE

HBK Sorce Advisory’s Safehold Inc. SAFE Stock Holding History

HBK Sorce Advisory’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,848
Closed -$948K – 873
2022
Q4 		$948K Buy
1,848
+827
+81% +$424K 0.03% 299
2022
Q3 		$464K Buy
+1,021
New +$464K 0.03% 277