Whittier Trust’s Safehold SAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,541
| Closed | -$111K | – | 1538 |
|
|
2020
Q4 | $111K | Hold |
1,541
| – | – | ﹤0.01% | 690 |
|
|
2020
Q3 | $89K | Hold |
1,541
| – | – | ﹤0.01% | 723 |
|
|
2020
Q2 | $92K | Hold |
1,541
| – | – | ﹤0.01% | 692 |
|
|
2020
Q1 | $80K | Buy |
+1,541
| New | +$80K | ﹤0.01% | 706 |
|
|
2019
Q4 | – | Sell |
-9
| Closed | -$1K | – | 1597 |
|
|
2019
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1491 |
|