Steward Partners Investment Advisory’s Safehold SAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-383
| Closed | -$18.2K | – | 3406 |
|
|
2022
Q4 | $18.2K | Sell |
383
-177
| -32% | -$8.43K | ﹤0.01% | 2277 |
|
|
2022
Q3 | $25K | Sell |
560
-453
| -45% | -$20.2K | ﹤0.01% | 2117 |
|
|
2022
Q2 | $68K | Sell |
1,013
-2,867
| -74% | -$192K | ﹤0.01% | 1655 |
|
|
2022
Q1 | $442K | Sell |
3,880
-464
| -11% | -$52.9K | 0.01% | 971 |
|
|
2021
Q4 | $546K | Buy |
+4,344
| New | +$546K | 0.01% | 907 |
|
|
2021
Q2 | – | Sell |
-21
| Closed | -$1.78K | – | 7350 |
|
|
2021
Q1 | $1.78K | Buy |
+21
| New | +$1.78K | ﹤0.01% | 3245 |
|