J.P. Morgan Private Wealth Advisors’s Safehold Inc. SAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,306
| Closed | -$627K | – | 2077 |
|
|
2022
Q1 | $627K | Buy |
11,306
+51
| +0.5% | +$2.83K | ﹤0.01% | 1432 |
|
|
2021
Q4 | $899K | Buy |
11,255
+128
| +1% | +$10.2K | ﹤0.01% | 1297 |
|
|
2021
Q3 | $800K | Sell |
11,127
-353
| -3% | -$25.4K | ﹤0.01% | 1308 |
|
|
2021
Q2 | $901K | Buy |
11,480
+700
| +6% | +$54.9K | ﹤0.01% | 1245 |
|
|
2021
Q1 | $756K | Sell |
10,780
-472
| -4% | -$33.1K | ﹤0.01% | 1161 |
|
|
2020
Q4 | $816K | Buy |
11,252
+2,685
| +31% | +$195K | ﹤0.01% | 1085 |
|
|
2020
Q3 | $532K | Sell |
8,567
-406
| -5% | -$25.2K | ﹤0.01% | 1122 |
|
|
2020
Q2 | $516K | Sell |
8,973
-575
| -6% | -$33.1K | ﹤0.01% | 1077 |
|
|
2020
Q1 | $604K | Buy |
9,548
+294
| +3% | +$18.6K | ﹤0.01% | 864 |
|
|
2019
Q4 | $373K | Buy |
+9,254
| New | +$373K | ﹤0.01% | 1152 |
|