MYCIO Wealth Partners’s Safeguard Scientifics, Inc. SFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-40,050
| Closed | -$440K | – | 439 |
|
|
2019
Q4 | $440K | Sell |
40,050
-723
| -2% | -$7.94K | 0.03% | 209 |
|
|
2019
Q3 | $462K | Hold |
40,773
| – | – | 0.03% | 188 |
|
|
2019
Q2 | $492K | Sell |
40,773
-10,000
| -20% | -$121K | 0.04% | 170 |
|
|
2019
Q1 | $551K | Hold |
50,773
| – | – | 0.05% | 152 |
|
|
2018
Q4 | $438K | Buy |
50,773
+17,532
| +53% | +$151K | 0.04% | 159 |
|
|
2018
Q3 | $311K | Buy |
33,241
+10,000
| +43% | +$93.6K | 0.03% | 211 |
|
|
2018
Q2 | $297K | Buy |
+23,241
| New | +$297K | 0.03% | 213 |
|
|
2016
Q4 | – | Sell |
-50
| Closed | -$1K | – | 711 |
|
|
2016
Q3 | $1K | Sell |
50
-1,134
| -96% | -$22.7K | ﹤0.01% | 821 |
|
|
2016
Q2 | $15K | Hold |
1,184
| – | – | ﹤0.01% | 507 |
|
|
2016
Q1 | $16K | Buy |
1,184
+50
| +4% | +$676 | ﹤0.01% | 463 |
|
|
2015
Q4 | $16K | Hold |
1,134
| – | – | ﹤0.01% | 472 |
|
|
2015
Q3 | $18K | Hold |
1,134
| – | – | ﹤0.01% | 469 |
|
|
2015
Q2 | $22K | Hold |
1,134
| – | – | ﹤0.01% | 424 |
|
|
2015
Q1 | $21K | Hold |
1,134
| – | – | ﹤0.01% | 400 |
|
|
2014
Q4 | $22K | Hold |
1,134
| – | – | ﹤0.01% | 381 |
|
|
2014
Q3 | $21K | Hold |
1,134
| – | – | ﹤0.01% | 367 |
|
|
2014
Q2 | $24K | Hold |
1,134
| – | – | 0.01% | 371 |
|
|
2014
Q1 | $25K | Sell |
1,134
-600
| -35% | -$13.2K | 0.01% | 351 |
|
|
2013
Q4 | $35K | Hold |
1,734
| – | – | 0.01% | 290 |
|
|
2013
Q3 | $27K | Hold |
1,734
| – | – | 0.01% | 301 |
|
|
2013
Q2 | $28K | Buy |
+1,734
| New | +$28K | 0.01% | 300 |
|