B. Riley Wealth Advisors’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 |
-891
| Closed | -$262K | – | 1439 |
|
|
2022
Q1 | $262K | Sell |
891
-288
| -24% | -$84.7K | 0.01% | 1078 |
|
|
2021
Q4 | $382K | Buy |
1,179
+23
| +2% | +$7.45K | 0.01% | 952 |
|
|
2021
Q3 | $315K | Buy |
1,156
+200
| +21% | +$54.5K | 0.01% | 1016 |
|
|
2021
Q2 | $235K | Sell |
956
-251
| -21% | -$61.7K | 0.01% | 1146 |
|
|
2021
Q1 | $273K | Buy |
+1,207
| New | +$273K | 0.01% | 1044 |
|
|
2019
Q2 | – | Sell |
-1,680
| Closed | -$216K | – | 854 |
|
|
2019
Q1 | $216K | Buy |
+1,680
| New | +$216K | 0.03% | 629 |
|
|
2016
Q2 | – | Sell |
-1,824
| Closed | -$248K | – | 663 |
|
|
2016
Q1 | $248K | Buy |
1,824
+45
| +3% | +$6.12K | 0.06% | 404 |
|
|
2015
Q4 | $274K | Buy |
+1,779
| New | +$274K | 0.06% | 395 |
|
|
2015
Q1 | – | Sell |
-86
| Closed | -$11 | – | 2695 |
|
|
2014
Q4 | $11 | Buy |
+86
| New | +$11 | ﹤0.01% | 2841 |
|
|
2014
Q3 | – | Sell |
-367
| Closed | -$46.3K | – | 2514 |
|
|
2014
Q2 | $46.3K | Buy |
+367
| New | +$46.3K | 0.01% | 1067 |
|