SWM
SAFE

Spire Wealth Management’s Safehold SAFE Stock Holding History

Spire Wealth Management’s Portfolio SAFE Stock Details SAFE Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
2025
Q2 		$560 Buy
2023
Q1 		– Sell
2022
Q4 		$10K Sell
2022
Q3 		$12K Sell
2022
Q2 		$21K Sell
2022
Q1 		$72K Sell
2021
Q4 		$89K Hold
2021
Q3 		$86K Hold
2021
Q2 		$71K Hold
2021
Q1 		$61K Buy