Stockman Wealth Management’s Safety Insurance SAFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,001
| Closed | -$203K | – | 174 |
|
|
2019
Q3 | $203K | Buy |
+2,001
| New | +$203K | 0.08% | 150 |
|
|
2018
Q3 | – | Sell |
-4,189
| Closed | -$358K | – | 157 |
|
|
2018
Q2 | $358K | Sell |
4,189
-2,253
| -35% | -$193K | 0.16% | 99 |
|
|
2018
Q1 | $495K | Hold |
6,442
| – | – | 0.23% | 81 |
|
|
2017
Q4 | $518K | Hold |
6,442
| – | – | 0.23% | 83 |
|
|
2017
Q3 | $491K | Hold |
6,442
| – | – | 0.23% | 87 |
|
|
2017
Q2 | $440K | Hold |
6,442
| – | – | 0.44% | 69 |
|
|
2017
Q1 | $452K | Buy |
6,442
+62
| +1% | +$4.35K | 0.26% | 81 |
|
|
2016
Q4 | $470K | Buy |
6,380
+60
| +0.9% | +$4.42K | 0.29% | 76 |
|
|
2016
Q3 | $425K | Buy |
+6,320
| New | +$425K | 0.26% | 80 |
|