Avitas 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 |
-12,593
| Closed | -$3.7M | – | 237 |
|
|
2022
Q1 | $3.7M | Sell |
12,593
-5,465
| -30% | -$1.6M | 0.67% | 42 |
|
|
2021
Q4 | $5.84M | Buy |
18,058
+1,100
| +6% | +$356K | 0.98% | 33 |
|
|
2021
Q3 | $4.62M | Sell |
16,958
-31
| -0.2% | -$8.44K | 0.84% | 40 |
|
|
2021
Q2 | $4.17M | Buy |
+16,989
| New | +$4.17M | 0.74% | 45 |
|
|
2020
Q1 | – | Sell |
-25,130
| Closed | -$3.43M | – | 187 |
|
|
2019
Q4 | $3.43M | Buy |
25,130
+49
| +0.2% | +$6.69K | 0.88% | 45 |
|
|
2019
Q3 | $2.99M | Buy |
25,081
+331
| +1% | +$39.5K | 0.83% | 56 |
|
|
2019
Q2 | $2.99M | Sell |
24,750
-116
| -0.5% | -$14K | 0.83% | 49 |
|
|
2019
Q1 | $3.19M | Buy |
24,866
+196
| +0.8% | +$25.1K | 0.93% | 36 |
|
|
2018
Q4 | $2.54M | Buy |
+24,670
| New | +$2.54M | 0.83% | 56 |
|