Wagner Wealth Management’s Safe Bulkers SB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-350
| Closed | -$1K | – | 640 |
|
|
2022
Q3 | $1K | Hold |
350
| – | – | ﹤0.01% | 660 |
|
|
2022
Q2 | $1K | Sell |
350
-39,904
| -99% | -$114K | ﹤0.01% | 677 |
|
|
2022
Q1 | $192K | Sell |
40,254
-14,700
| -27% | -$70.1K | 0.13% | 124 |
|
|
2021
Q4 | $207K | Sell |
54,954
-61,332
| -53% | -$231K | 0.16% | 120 |
|
|
2021
Q3 | $519K | Buy |
116,286
+37,017
| +47% | +$165K | 0.41% | 56 |
|
|
2021
Q2 | $318K | Sell |
79,269
-8,707
| -10% | -$34.9K | 0.23% | 86 |
|
|
2021
Q1 | $216K | Buy |
87,976
+58,476
| +198% | +$144K | 0.17% | 106 |
|
|
2020
Q4 | $38K | Buy |
+29,500
| New | +$38K | 0.04% | 145 |
|