LWAM
SAFE
Legacy Wealth Asset Management’s Safehold Inc. SAFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,429
| Closed | -$246K | – | 349 |
|
|
2022
Q1 | $246K | Buy |
4,429
+218
| +5% | +$12.1K | 0.09% | 271 |
|
|
2021
Q4 | $336K | Buy |
4,211
+198
| +5% | +$15.8K | 0.11% | 249 |
|
|
2021
Q3 | $288K | Sell |
4,013
-43
| -1% | -$3.09K | 0.13% | 243 |
|
|
2021
Q2 | $318K | Buy |
4,056
+82
| +2% | +$6.43K | 0.14% | 241 |
|
|
2021
Q1 | $279K | Buy |
3,974
+120
| +3% | +$8.43K | 0.13% | 251 |
|
|
2020
Q4 | $279K | Buy |
+3,854
| New | +$279K | 0.14% | 242 |
|