AWM
SBNY

Accel Wealth Management’s Signature Bank SBNY Stock Holding History

Accel Wealth Management’s Portfolio SBNY Stock Details SBNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8
Closed -$1 – 947
2023
Q1 		$1 Hold
8
– – ﹤0.01% 1255
2022
Q4 		$925 Hold
8
– – ﹤0.01% 975
2022
Q3 		$1K Hold
8
– – ﹤0.01% 1042
2022
Q2 		$2K Buy
+8
New +$2K ﹤0.01% 923