Optimum Investment Advisors’s Safehold SAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-257
| Closed | -$26K | – | 910 |
|
|
2021
Q2 | $26K | Hold |
257
| – | – | 0.01% | 621 |
|
|
2021
Q1 | $22K | Hold |
257
| – | – | 0.01% | 648 |
|
|
2020
Q4 | $19K | Hold |
257
| – | – | 0.01% | 631 |
|
|
2020
Q3 | $15K | Sell |
257
-400
| -61% | -$23.3K | 0.01% | 643 |
|
|
2020
Q2 | $39K | Buy |
657
+164
| +33% | +$9.74K | 0.01% | 490 |
|
|
2020
Q1 | $25K | Sell |
493
-801
| -62% | -$40.6K | 0.01% | 536 |
|
|
2019
Q4 | $91K | Hold |
1,294
| – | – | 0.03% | 406 |
|
|
2019
Q3 | $82K | Sell |
1,294
-411
| -24% | -$26K | 0.03% | 405 |
|
|
2019
Q2 | $103K | Buy |
+1,705
| New | +$103K | 0.03% | 373 |
|