BerganKDV 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 |
-4
| Closed | -$1K | – | 1105 |
|
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 963 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 987 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1045 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 1027 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 974 |
|
|
2021
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 926 |
|
|
2020
Q4 | $1K | Sell |
4
-1
| -20% | -$250 | ﹤0.01% | 932 |
|
|
2020
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1048 |
|
|
2020
Q2 | $1K | Sell |
5
-8
| -62% | -$1.6K | ﹤0.01% | 944 |
|
|
2020
Q1 | $1K | Buy |
13
+5
| +63% | +$385 | ﹤0.01% | 914 |
|
|
2019
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 924 |
|