Spire Wealth Management’s Safehold SAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560 | Buy |
+36
| New | +$560 | ﹤0.01% | 2360 |
|
|
2023
Q1 | – | Sell |
-205
| Closed | -$10K | – | 2580 |
|
|
2022
Q4 | $10K | Sell |
205
-58
| -22% | -$2.83K | ﹤0.01% | 1621 |
|
|
2022
Q3 | $12K | Sell |
263
-54
| -17% | -$2.46K | ﹤0.01% | 1515 |
|
|
2022
Q2 | $21K | Sell |
317
-318
| -50% | -$21.1K | ﹤0.01% | 1654 |
|
|
2022
Q1 | $72K | Sell |
635
-72
| -10% | -$8.16K | ﹤0.01% | 1303 |
|
|
2021
Q4 | $89K | Hold |
707
| – | – | ﹤0.01% | 1450 |
|
|
2021
Q3 | $86K | Hold |
707
| – | – | ﹤0.01% | 1246 |
|
|
2021
Q2 | $71K | Hold |
707
| – | – | ﹤0.01% | 1337 |
|
|
2021
Q1 | $61K | Buy |
+707
| New | +$61K | ﹤0.01% | 1627 |
|