Herald Investment Management’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 |
-111,000
| Closed | -$777K | – | 99 |
|
|
2020
Q2 | $777K | Hold |
111,000
| – | – | 0.18% | 80 |
|
|
2020
Q1 | $613K | Hold |
111,000
| – | – | 0.19% | 80 |
|
|
2019
Q4 | $1.22M | Hold |
111,000
| – | – | 0.31% | 71 |
|
|
2019
Q3 | $1.26M | Hold |
111,000
| – | – | 0.37% | 63 |
|
|
2019
Q2 | $1.34M | Hold |
111,000
| – | – | 0.37% | 62 |
|
|
2019
Q1 | $1.2M | Hold |
111,000
| – | – | 0.31% | 64 |
|
|
2018
Q4 | $956K | Hold |
111,000
| – | – | 0.31% | 66 |
|
|
2018
Q3 | $1.03M | Hold |
111,000
| – | – | 0.26% | 69 |
|
|
2018
Q2 | $1.42M | Hold |
111,000
| – | – | 0.4% | 59 |
|
|
2018
Q1 | $1.36M | Hold |
111,000
| – | – | 0.41% | 57 |
|
|
2017
Q4 | $1.24M | Hold |
111,000
| – | – | 0.39% | 58 |
|
|
2017
Q3 | $1.48M | Hold |
111,000
| – | – | 0.48% | 52 |
|
|
2017
Q2 | $1.32M | Hold |
111,000
| – | – | 0.45% | 55 |
|
|
2017
Q1 | $1.4M | Hold |
111,000
| – | – | 0.51% | 54 |
|
|
2016
Q4 | $1.49M | Buy |
111,000
+5,000
| +5% | +$67.2K | 0.65% | 44 |
|
|
2016
Q3 | $1.37M | Hold |
106,000
| – | – | 0.51% | 52 |
|
|
2016
Q2 | $1.32M | Hold |
106,000
| – | – | 0.55% | 50 |
|
|
2016
Q1 | $1.4M | Hold |
106,000
| – | – | 0.6% | 49 |
|
|
2015
Q4 | $1.54M | Hold |
106,000
| – | – | 0.64% | 46 |
|
|
2015
Q3 | $1.65M | Buy |
+106,000
| New | +$1.65M | 0.73% | 43 |
|