WFG Advisors’s Safehold SAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-205
| Closed | -$14K | – | 2190 |
|
|
2014
Q3 | $14K | Hold |
205
| – | – | ﹤0.01% | 1379 |
|
|
2014
Q2 | $15K | Hold |
205
| – | – | ﹤0.01% | 1361 |
|
|
2014
Q1 | $15K | Hold |
205
| – | – | ﹤0.01% | 1355 |
|
|
2013
Q4 | $14K | Hold |
205
| – | – | ﹤0.01% | 1482 |
|
|
2013
Q3 | $12K | Hold |
205
| – | – | ﹤0.01% | 1465 |
|
|
2013
Q2 | $11K | Buy |
+205
| New | +$11K | ﹤0.01% | 1421 |
|