AE Wealth Management’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,901
| Closed | -$851K | – | 1873 |
|
|
2022
Q1 | $851K | Buy |
2,901
+2,105
| +264% | +$617K | 0.01% | 967 |
|
|
2021
Q4 | $257K | Buy |
+796
| New | +$257K | ﹤0.01% | 1506 |
|
|
2021
Q2 | – | Sell |
-946
| Closed | -$214K | – | 1686 |
|
|
2021
Q1 | $214K | Buy |
+946
| New | +$214K | ﹤0.01% | 1382 |
|
|
2020
Q4 | – | Sell |
-5,667
| Closed | -$470K | – | 1446 |
|
|
2020
Q3 | $470K | Buy |
5,667
+1,505
| +36% | +$125K | 0.01% | 898 |
|
|
2020
Q2 | $445K | Buy |
4,162
+1,250
| +43% | +$134K | 0.01% | 913 |
|
|
2020
Q1 | $234K | Buy |
2,912
+225
| +8% | +$18.1K | 0.01% | 952 |
|
|
2019
Q4 | $367K | Buy |
2,687
+314
| +13% | +$42.9K | 0.01% | 831 |
|
|
2019
Q3 | $283K | Buy |
+2,373
| New | +$283K | 0.01% | 809 |
|