VWM
SAFE

Valley Wealth Managers’s Safehold SAFE Stock Holding History

Valley Wealth Managers’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-235
Closed -$14K – 238
2016
Q4 		$14K Hold
235
– – ﹤0.01% 168
2016
Q3 		$12K Hold
235
– – ﹤0.01% 172
2016
Q2 		$11K Buy
+235
New +$11K ﹤0.01% 178