Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-25
| Closed | -$5 | – | 1108 |
|
|
2023
Q1 | $5 | Buy |
+25
| New | +$5 | ﹤0.01% | 1032 |
|
|
2019
Q4 | – | Sell |
-67
| Closed | -$8K | – | 695 |
|
|
2019
Q3 | $8K | Buy |
67
+1
| +2% | +$119 | ﹤0.01% | 386 |
|
|
2019
Q2 | $8K | Buy |
66
+1
| +2% | +$121 | ﹤0.01% | 389 |
|
|
2019
Q1 | $9K | Hold |
65
| – | – | ﹤0.01% | 401 |
|
|
2018
Q4 | $8K | Hold |
65
| – | – | ﹤0.01% | 403 |
|
|
2018
Q3 | $8K | Hold |
65
| – | – | ﹤0.01% | 402 |
|
|
2018
Q2 | $8K | Hold |
65
| – | – | ﹤0.01% | 401 |
|
|
2018
Q1 | $8K | Hold |
65
| – | – | ﹤0.01% | 380 |
|
|
2017
Q4 | $10K | Hold |
65
| – | – | ﹤0.01% | 377 |
|
|
2017
Q3 | $8K | Hold |
65
| – | – | ﹤0.01% | 372 |
|
|
2017
Q2 | $9K | Hold |
65
| – | – | ﹤0.01% | 364 |
|
|
2017
Q1 | $9K | Hold |
65
| – | – | ﹤0.01% | 349 |
|
|
2016
Q4 | $10K | Buy |
+65
| New | +$10K | ﹤0.01% | 305 |
|
|
2013
Q3 | – | Sell |
-65
| Closed | -$5K | – | 279 |
|
|
2013
Q2 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 232 |
|