Rise 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-39
| Closed | -$29 | – | 1289 |
|
|
2024
Q1 | $29 | Buy |
39
+12
| +44% | +$9 | ﹤0.01% | 1258 |
|
|
2023
Q4 | $21 | Hold |
27
| – | – | ﹤0.01% | 613 |
|
|
2023
Q3 | $27 | Hold |
27
| – | – | ﹤0.01% | 653 |
|
|
2023
Q2 | $45 | Hold |
27
| – | – | ﹤0.01% | 663 |
|
|
2023
Q1 | $47 | Hold |
27
| – | – | ﹤0.01% | 798 |
|
|
2022
Q4 | $84 | Sell |
27
-55
| -67% | -$171 | ﹤0.01% | 753 |
|
|
2022
Q3 | $0 | Hold |
82
| – | – | ﹤0.01% | 759 |
|
|
2022
Q2 | $0 | Hold |
82
| – | – | ﹤0.01% | 745 |
|
|
2022
Q1 | $0 | Hold |
82
| – | – | ﹤0.01% | 683 |
|
|
2021
Q4 | $601 | Buy |
+82
| New | +$601 | ﹤0.01% | 620 |
|