Wealth Enhancement Advisory Services’s Safe Bulkers SB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Sell |
113,225
-543
| -0.5% | -$2.05K | ﹤0.01% | 2323 |
|
|
2025
Q1 | $420K | Buy |
113,768
+3,006
| +3% | +$11.1K | ﹤0.01% | 2156 |
|
|
2024
Q4 | $395K | Sell |
110,762
-1,723
| -2% | -$6.15K | ﹤0.01% | 2144 |
|
|
2024
Q3 | $583K | Buy |
112,485
+11,040
| +11% | +$57.2K | ﹤0.01% | 1715 |
|
|
2024
Q2 | $590K | Buy |
101,445
+708
| +0.7% | +$4.12K | ﹤0.01% | 1549 |
|
|
2024
Q1 | $500K | Buy |
100,737
+55
| +0.1% | +$273 | ﹤0.01% | 1587 |
|
|
2023
Q4 | $396K | Sell |
100,682
-9,648
| -9% | -$37.9K | ﹤0.01% | 1649 |
|
|
2023
Q3 | $357K | Buy |
110,330
+91,075
| +473% | +$295K | ﹤0.01% | 1624 |
|
|
2023
Q2 | $62.8K | Hold |
19,255
| – | – | ﹤0.01% | 508 |
|
|
2023
Q1 | $71.1K | Buy |
+19,255
| New | +$71.1K | ﹤0.01% | 515 |
|