SWA
SAFE
Sutton Wealth Advisors’s Safehold SAFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,161
| Closed | -$39.4K | – | 1417 |
|
|
2022
Q4 | $39.4K | Buy |
5,161
+3,171
| +159% | +$24.2K | 0.02% | 459 |
|
|
2022
Q3 | $18.4K | Hold |
1,990
| – | – | 0.01% | 690 |
|
|
2022
Q2 | $27.3K | Sell |
1,990
-11
| -0.5% | -$151 | 0.01% | 562 |
|
|
2022
Q1 | $46.8K | Sell |
2,001
-6
| -0.3% | -$140 | 0.02% | 423 |
|
|
2021
Q4 | $51.8K | Buy |
2,007
+17
| +0.9% | +$439 | 0.02% | 400 |
|
|
2021
Q3 | $49.9K | Hold |
1,990
| – | – | 0.02% | 391 |
|
|
2021
Q2 | $41.3K | Hold |
1,990
| – | – | 0.02% | 463 |
|
|
2021
Q1 | $35.4K | Hold |
1,990
| – | – | 0.01% | 491 |
|
|
2020
Q4 | $29.6K | Hold |
1,990
| – | – | 0.01% | 496 |
|
|
2020
Q3 | $23.5K | Hold |
1,990
| – | – | 0.01% | 499 |
|
|
2020
Q2 | $24.5K | Hold |
1,990
| – | – | 0.01% | 477 |
|
|
2020
Q1 | $21.1K | Hold |
1,990
| – | – | 0.01% | 465 |
|
|
2019
Q4 | $28.9K | Hold |
1,990
| – | – | 0.01% | 466 |
|
|
2019
Q3 | $26K | Hold |
1,990
| – | – | 0.01% | 490 |
|
|
2019
Q2 | $24.7K | Buy |
+1,990
| New | +$24.7K | 0.01% | 507 |
|
|
2019
Q1 | – | Sell |
-2,371
| Closed | -$21.7K | – | 1223 |
|
|
2018
Q4 | $21.7K | Hold |
2,371
| – | – | 0.01% | 499 |
|
|
2018
Q3 | $26.5K | Buy |
+2,371
| New | +$26.5K | 0.02% | 486 |
|