Avior 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
Q3 | – | Sell |
-1,624
| Closed | -$291K | – | 1362 |
|
|
2022
Q2 | $291K | Sell |
1,624
-121
| -7% | -$21.7K | 0.03% | 361 |
|
|
2022
Q1 | $512K | Sell |
1,745
-570
| -25% | -$167K | 0.04% | 295 |
|
|
2021
Q4 | $748K | Sell |
2,315
-268
| -10% | -$86.6K | 0.06% | 246 |
|
|
2021
Q3 | $703K | Buy |
2,583
+616
| +31% | +$168K | 0.06% | 246 |
|
|
2021
Q2 | $483K | Buy |
1,967
+31
| +2% | +$7.61K | 0.05% | 306 |
|
|
2021
Q1 | $437K | Buy |
+1,936
| New | +$437K | 0.05% | 315 |
|