IFP Advisors’s Safeguard Scientifics, Inc. SFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,829
| Closed | -$17K | – | 3884 |
|
|
2018
Q3 | $17K | Buy |
1,829
+667
| +57% | +$6.2K | ﹤0.01% | 2530 |
|
|
2018
Q2 | $15K | Hold |
1,162
| – | – | ﹤0.01% | 2627 |
|
|
2018
Q1 | $13K | Hold |
1,162
| – | – | ﹤0.01% | 2647 |
|
|
2017
Q4 | $13K | Buy |
1,162
+79
| +7% | +$884 | ﹤0.01% | 2644 |
|
|
2017
Q3 | $14K | Sell |
1,083
-1,576
| -59% | -$20.4K | ﹤0.01% | 2813 |
|
|
2017
Q2 | $32K | Sell |
2,659
-247
| -8% | -$2.97K | ﹤0.01% | 2265 |
|
|
2017
Q1 | $37K | Buy |
2,906
+1,576
| +118% | +$20.1K | ﹤0.01% | 2095 |
|
|
2016
Q4 | $18K | Hold |
1,330
| – | – | ﹤0.01% | 2529 |
|
|
2016
Q3 | $17K | Hold |
1,330
| – | – | ﹤0.01% | 2503 |
|
|
2016
Q2 | $17K | Buy |
+1,330
| New | +$17K | ﹤0.01% | 2454 |
|
|
2016
Q1 | – | Sell |
-1,083
| Closed | -$16K | – | 3578 |
|
|
2015
Q4 | $16K | Buy |
+1,083
| New | +$16K | ﹤0.01% | 2291 |
|