Private Wealth Management Group’s Safehold SAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561 | Sell |
36
-19
| -35% | -$296 | ﹤0.01% | 1409 |
|
|
2025
Q1 | $1.03K | Hold |
55
| – | – | ﹤0.01% | 1258 |
|
|
2024
Q4 | $1.02K | Hold |
55
| – | – | ﹤0.01% | 1301 |
|
|
2024
Q3 | $1.44K | Hold |
55
| – | – | ﹤0.01% | 1183 |
|
|
2024
Q2 | $1.06K | Hold |
55
| – | – | ﹤0.01% | 1263 |
|
|
2024
Q1 | $1.13K | Hold |
55
| – | – | ﹤0.01% | 1213 |
|
|
2023
Q4 | $1.29K | Buy |
+55
| New | +$1.29K | ﹤0.01% | 1175 |
|