Wells Fargo’s Safe & Green Holdings SGBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6
| Closed | -$24 | – | 6914 |
|
|
2024
Q1 | $24 | Hold |
6
| – | – | ﹤0.01% | 6666 |
|
|
2023
Q4 | $54 | Sell |
6
-74
| -93% | -$666 | ﹤0.01% | 6475 |
|
|
2023
Q3 | $965 | Sell |
80
-91
| -53% | -$1.1K | ﹤0.01% | 5836 |
|
|
2023
Q2 | $1.52K | Buy |
171
+3
| +2% | +$27 | ﹤0.01% | 5947 |
|
|
2023
Q1 | $1.6K | Hold |
168
| – | – | ﹤0.01% | 5942 |
|
|
2022
Q4 | $2.16K | Sell |
168
-160
| -49% | -$2.06K | ﹤0.01% | 5671 |
|
|
2022
Q3 | $5K | Hold |
328
| – | – | ﹤0.01% | 5595 |
|
|
2022
Q2 | $5K | Sell |
328
-19
| -5% | -$290 | ﹤0.01% | 5726 |
|
|
2022
Q1 | $6K | Buy |
347
+21
| +6% | +$363 | ﹤0.01% | 6073 |
|
|
2021
Q4 | $6K | Hold |
326
| – | – | ﹤0.01% | 6126 |
|
|
2021
Q3 | $10K | Buy |
326
+1
| +0.3% | +$31 | ﹤0.01% | 5880 |
|
|
2021
Q2 | $17K | Sell |
325
-150
| -32% | -$7.85K | ﹤0.01% | 5633 |
|
|
2021
Q1 | $21K | Buy |
475
+150
| +46% | +$6.63K | ﹤0.01% | 5775 |
|
|
2020
Q4 | $18K | Buy |
325
+213
| +190% | +$11.8K | ﹤0.01% | 5643 |
|
|
2020
Q3 | $2K | Buy |
112
+111
| +11,100% | +$1.98K | ﹤0.01% | 5797 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 6323 |
|
|
2020
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 6293 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 5960 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 5972 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 5930 |
|