WP
SFE

WealthPLAN Partners’s Safeguard Scientifics, Inc. SFE Stock Holding History

WealthPLAN Partners’s Portfolio SFE Stock Details SFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-32
Closed -$53 – 1244
2023
Q2 		$53 Hold
32
– – ﹤0.01% 1243
2023
Q1 		$55 Buy
+32
New +$88 ﹤0.01% 1301

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CM
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BlackRock
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MAP
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AC
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Geode Capital Management
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Bank of America
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