Veritable’s Safehold SAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-4,713
| Closed | -$310K | – | 976 |
|
|
2014
Q3 | $310K | Buy |
4,713
+183
| +4% | +$12K | 0.01% | 754 |
|
|
2014
Q2 | $330K | Hold |
4,530
| – | – | 0.01% | 729 |
|
|
2014
Q1 | $325K | Hold |
4,530
| – | – | 0.01% | 703 |
|
|
2013
Q4 | $293K | Hold |
4,530
| – | – | 0.01% | 719 |
|
|
2013
Q3 | $265K | Hold |
4,530
| – | – | 0.01% | 763 |
|
|
2013
Q2 | $249K | Buy |
+4,530
| New | +$249K | 0.01% | 786 |
|