Wealthspire Advisors (Maryland)’s Safehold SAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-183
| Closed | -$7K | – | 1738 |
|
|
2019
Q1 | $7K | Buy |
183
+23
| +14% | +$880 | ﹤0.01% | 1692 |
|
|
2018
Q4 | $7K | Buy |
160
+36
| +29% | +$1.58K | ﹤0.01% | 1609 |
|
|
2018
Q3 | $7K | Hold |
124
| – | – | ﹤0.01% | 1674 |
|
|
2018
Q2 | $7K | Hold |
124
| – | – | ﹤0.01% | 1673 |
|
|
2018
Q1 | $6K | Hold |
124
| – | – | ﹤0.01% | 1757 |
|
|
2017
Q4 | $7K | Sell |
124
-411
| -77% | -$23.2K | ﹤0.01% | 1734 |
|
|
2017
Q3 | $31K | Sell |
535
-925
| -63% | -$53.6K | ﹤0.01% | 1153 |
|
|
2017
Q2 | $86K | Buy |
1,460
+1,336
| +1,077% | +$78.7K | 0.01% | 747 |
|
|
2017
Q1 | $7K | Hold |
124
| – | – | ﹤0.01% | 1458 |
|
|
2016
Q4 | $7K | Buy |
+124
| New | +$7K | ﹤0.01% | 1331 |
|
|
2016
Q3 | – | Hold |
0
| – | -$6K | – | 1362 |
|
|
2016
Q2 | – | Hold |
0
| – | -$6K | – | 1306 |
|
|
2016
Q1 | – | Hold |
0
| – | -$7K | – | 1304 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 1278 |
|