MBM Wealth Consultants’s Safety Insurance SAFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-520
| Closed | -$43K | – | 359 |
|
|
2022
Q3 | $43K | Hold |
520
| – | – | 0.02% | 156 |
|
|
2022
Q2 | $50K | Hold |
520
| – | – | 0.02% | 158 |
|
|
2022
Q1 | $47K | Hold |
520
| – | – | 0.02% | 184 |
|
|
2021
Q4 | $44K | Buy |
520
+148
| +40% | +$12.5K | 0.02% | 174 |
|
|
2021
Q3 | $29K | Buy |
372
+92
| +33% | +$7.17K | 0.01% | 185 |
|
|
2021
Q2 | $22K | Hold |
280
| – | – | 0.01% | 192 |
|
|
2021
Q1 | $24K | Buy |
+280
| New | +$24K | 0.01% | 180 |
|