Sutton Wealth Advisors’s Safehold Inc. SAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-396
| Closed | -$11.3K | – | 1675 |
|
|
2022
Q4 | $11.3K | Sell |
396
-26
| -6% | -$744 | ﹤0.01% | 901 |
|
|
2022
Q3 | $11.2K | Buy |
+422
| New | +$11.2K | ﹤0.01% | 859 |
|
|
2022
Q2 | – | Sell |
-267
| Closed | -$14.8K | – | 1747 |
|
|
2022
Q1 | $14.8K | Buy |
267
+9
| +3% | +$499 | 0.01% | 818 |
|
|
2021
Q4 | $20.6K | Buy |
258
+4
| +2% | +$319 | 0.01% | 685 |
|
|
2021
Q3 | $18.3K | Hold |
254
| – | – | 0.01% | 718 |
|
|
2021
Q2 | $19.9K | Hold |
254
| – | – | 0.01% | 700 |
|
|
2021
Q1 | $17.8K | Hold |
254
| – | – | 0.01% | 707 |
|
|
2020
Q4 | $18.4K | Hold |
254
| – | – | 0.01% | 644 |
|
|
2020
Q3 | $15.8K | Hold |
254
| – | – | 0.01% | 609 |
|
|
2020
Q2 | $14.6K | Buy |
254
+118
| +87% | +$6.78K | 0.01% | 615 |
|
|
2020
Q1 | $8.6K | Buy |
+136
| New | +$8.6K | 0.01% | 696 |
|