BAM
SBNY

Belpointe Asset Management’s Signature Bank SBNY Stock Holding History

Belpointe Asset Management’s Portfolio SBNY Stock Details SBNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-581
Closed -$66.9K – 3939
2022
Q4 		$66.9K Sell
581
-4,381
-88% -$505K ﹤0.01% 1456
2022
Q3 		$749K Buy
4,962
+2,469
+99% +$373K 0.05% 374
2022
Q2 		$447K Sell
2,493
-2,898
-54% -$520K 0.03% 537
2022
Q1 		$1.58M Buy
+5,391
New +$1.58M 0.1% 228