TCI Wealth Advisors’s Safehold SAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-35
| Closed | -$1.03K | – | 1843 |
|
|
2023
Q1 | $1.03K | Sell |
35
-144
| -80% | -$4.23K | ﹤0.01% | 2102 |
|
|
2022
Q4 | $8.52K | Sell |
179
-136
| -43% | -$6.48K | ﹤0.01% | 1177 |
|
|
2022
Q3 | $14K | Buy |
315
+164
| +109% | +$7.29K | ﹤0.01% | 842 |
|
|
2022
Q2 | $10K | Buy |
151
+39
| +35% | +$2.58K | ﹤0.01% | 1031 |
|
|
2022
Q1 | $13K | Hold |
112
| – | – | ﹤0.01% | 939 |
|
|
2021
Q4 | $14K | Buy |
112
+19
| +20% | +$2.38K | ﹤0.01% | 935 |
|
|
2021
Q3 | $11K | Buy |
93
+29
| +45% | +$3.43K | ﹤0.01% | 1037 |
|
|
2021
Q2 | $6K | Buy |
64
+5
| +8% | +$469 | ﹤0.01% | 1338 |
|
|
2021
Q1 | $5K | Buy |
59
+24
| +69% | +$2.03K | ﹤0.01% | 1278 |
|
|
2020
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 1105 |
|
|
2020
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 1150 |
|
|
2020
Q2 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 1104 |
|
|
2020
Q1 | – | Sell |
-28
| Closed | -$2K | – | 1709 |
|
|
2019
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 1185 |
|
|
2019
Q3 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 1123 |
|
|
2019
Q1 | – | Hold |
0
| – | -$1K | – | 1514 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1284 |
|