Wealthspire Advisors (Maryland)’s Safety Insurance SAFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-26
| Closed | -$2K | – | 1737 |
|
|
2019
Q1 | $2K | Sell |
26
-12
| -32% | -$923 | ﹤0.01% | 2192 |
|
|
2018
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 1977 |
|
|
2018
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 2059 |
|
|
2018
Q2 | $3K | Buy |
38
+12
| +46% | +$947 | ﹤0.01% | 2036 |
|
|
2018
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 2204 |
|
|
2017
Q4 | $2K | Buy |
26
+20
| +333% | +$1.54K | ﹤0.01% | 2160 |
|
|
2017
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2436 |
|