Optimum Investment Advisors’s Safeguard Scientifics, Inc. SFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-250
| Closed | -$2K | – | 984 |
|
2021
Q1 | $2K | Hold |
250
| – | – | ﹤0.01% | 871 |
|
2020
Q4 | $2K | Hold |
250
| – | – | ﹤0.01% | 835 |
|
2020
Q3 | $1K | Hold |
250
| – | – | ﹤0.01% | 841 |
|
2020
Q2 | $2K | Hold |
250
| – | – | ﹤0.01% | 821 |
|
2020
Q1 | $1K | Hold |
250
| – | – | ﹤0.01% | 852 |
|
2019
Q4 | $3K | Hold |
250
| – | – | ﹤0.01% | 886 |
|
2019
Q3 | $3K | Hold |
250
| – | – | ﹤0.01% | 925 |
|
2019
Q2 | $3K | Hold |
250
| – | – | ﹤0.01% | 880 |
|
2019
Q1 | $3K | Hold |
250
| – | – | ﹤0.01% | 930 |
|
2018
Q4 | $2K | Hold |
250
| – | – | ﹤0.01% | 914 |
|
2018
Q3 | $2K | Hold |
250
| – | – | ﹤0.01% | 974 |
|
2018
Q2 | $3K | Hold |
250
| – | – | ﹤0.01% | 973 |
|
2018
Q1 | $3K | Buy |
+250
| New | +$3K | ﹤0.01% | 937 |
|
2015
Q1 | $5K | Hold |
250
| – | – | ﹤0.01% | 893 |
|
2014
Q4 | $5K | Hold |
250
| – | – | ﹤0.01% | 922 |
|
2014
Q3 | $5K | Hold |
250
| – | – | ﹤0.01% | 847 |
|
2014
Q2 | $5K | Hold |
250
| – | – | ﹤0.01% | 844 |
|
2014
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 654 |
|
2013
Q4 | $5K | Sell |
250
-118
| -32% | -$2.36K | ﹤0.01% | 672 |
|
2013
Q3 | $6K | Buy |
+368
| New | +$6K | ﹤0.01% | 628 |
|