JPMorgan Chase & Co’s Safeguard Scientifics, Inc. SFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-21
| Closed | -$16 | – | 6837 |
|
2023
Q4 | $16 | Buy |
21
+5
| +31% | +$4 | ﹤0.01% | 6346 |
|
2023
Q3 | $16 | Buy |
+16
| New | +$16 | ﹤0.01% | 6263 |
|
2021
Q4 | – | Sell |
-187
| Closed | -$1K | – | 5994 |
|
2021
Q3 | $1K | Sell |
187
-21,856
| -99% | -$117K | ﹤0.01% | 5471 |
|
2021
Q2 | $170K | Sell |
22,043
-59,238
| -73% | -$457K | ﹤0.01% | 4562 |
|
2021
Q1 | $554K | Sell |
81,281
-1,349
| -2% | -$9.2K | ﹤0.01% | 3989 |
|
2020
Q4 | $527K | Buy |
82,630
+46,015
| +126% | +$293K | ﹤0.01% | 3716 |
|
2020
Q3 | $193K | Sell |
36,615
-2,501
| -6% | -$13.2K | ﹤0.01% | 3751 |
|
2020
Q2 | $273K | Sell |
39,116
-21,863
| -36% | -$153K | ﹤0.01% | 3546 |
|
2020
Q1 | $339K | Buy |
60,979
+4,019
| +7% | +$22.3K | ﹤0.01% | 3486 |
|
2019
Q4 | $625K | Buy |
56,960
+19,880
| +54% | +$218K | ﹤0.01% | 3315 |
|
2019
Q3 | $420K | Buy |
37,080
+31,726
| +593% | +$359K | ﹤0.01% | 3411 |
|
2019
Q2 | $65K | Sell |
5,354
-6,698
| -56% | -$81.3K | ﹤0.01% | 4166 |
|
2019
Q1 | $131K | Buy |
12,052
+6,525
| +118% | +$70.9K | ﹤0.01% | 3927 |
|
2018
Q4 | $47K | Sell |
5,527
-111,244
| -95% | -$946K | ﹤0.01% | 4293 |
|
2018
Q3 | $1.09M | Buy |
116,771
+62,998
| +117% | +$589K | ﹤0.01% | 3118 |
|
2018
Q2 | $688K | Buy |
53,773
+48,720
| +964% | +$623K | ﹤0.01% | 3301 |
|
2018
Q1 | $62K | Sell |
5,053
-292
| -5% | -$3.58K | ﹤0.01% | 4082 |
|
2017
Q4 | $60K | Buy |
5,345
+4,371
| +449% | +$49.1K | ﹤0.01% | 4075 |
|
2017
Q3 | $13K | Sell |
974
-1,933
| -66% | -$25.8K | ﹤0.01% | 4017 |
|
2017
Q2 | $35K | Sell |
2,907
-14,316
| -83% | -$172K | ﹤0.01% | 3814 |
|
2017
Q1 | $219K | Sell |
17,223
-17,933
| -51% | -$228K | ﹤0.01% | 3455 |
|
2016
Q4 | $472K | Sell |
35,156
-51,732
| -60% | -$695K | ﹤0.01% | 3312 |
|
2016
Q3 | $1.13M | Sell |
86,888
-664
| -0.8% | -$8.61K | ﹤0.01% | 2705 |
|
2016
Q2 | $1.09M | Buy |
87,552
+664
| +0.8% | +$8.3K | ﹤0.01% | 2723 |
|
2016
Q1 | $1.15M | Buy |
86,888
+10,000
| +13% | +$132K | ﹤0.01% | 2626 |
|
2015
Q4 | $1.12M | Sell |
76,888
-62
| -0.1% | -$899 | ﹤0.01% | 2641 |
|
2015
Q3 | $1.2M | Sell |
76,950
-885
| -1% | -$13.8K | ﹤0.01% | 2605 |
|
2015
Q2 | $1.52M | Buy |
77,835
+2,764
| +4% | +$53.8K | ﹤0.01% | 2640 |
|
2015
Q1 | $1.36M | Hold |
75,071
| – | – | ﹤0.01% | 2692 |
|
2014
Q4 | $1.49M | Sell |
75,071
-176
| -0.2% | -$3.49K | ﹤0.01% | 2619 |
|
2014
Q3 | $1.38M | Hold |
75,247
| – | – | ﹤0.01% | 2612 |
|
2014
Q2 | $1.56M | Hold |
75,247
| – | – | ﹤0.01% | 2593 |
|
2014
Q1 | $1.67M | Sell |
75,247
-2,540
| -3% | -$56.4K | ﹤0.01% | 2571 |
|
2013
Q4 | $1.56M | Sell |
77,787
-15,102
| -16% | -$303K | ﹤0.01% | 2689 |
|
2013
Q3 | $1.46M | Buy |
92,889
+9,032
| +11% | +$142K | ﹤0.01% | 2772 |
|
2013
Q2 | $1.35M | Buy |
+83,857
| New | +$1.35M | ﹤0.01% | 2769 |
|