WA
SAFE

Waverly Advisors’s Safehold SAFE Stock Holding History

Waverly Advisors’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-38
Closed -$2K – 625
2014
Q3 		$2K Hold
38
– – ﹤0.01% 730
2014
Q2 		$3K Sell
38
-13
-25% -$1.03K ﹤0.01% 673
2014
Q1 		$4K Buy
+51
New +$4K ﹤0.01% 598