Berman Capital Advisors’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $38K | Sell |
142
-13
| -8% | -$3.48K | 0.01% | 787 |
|
|
2021
Q2 | $38K | Buy |
155
+99
| +177% | +$24.3K | 0.01% | 689 |
|
|
2021
Q1 | $12K | Hold |
56
| – | – | ﹤0.01% | 989 |
|
|
2020
Q4 | $7K | Sell |
56
-64
| -53% | -$8K | ﹤0.01% | 1069 |
|
|
2020
Q3 | $9K | Sell |
120
-6
| -5% | -$450 | ﹤0.01% | 860 |
|
|
2020
Q2 | $13K | Buy |
126
+35
| +38% | +$3.61K | ﹤0.01% | 683 |
|
|
2020
Q1 | $7K | Buy |
91
+85
| +1,417% | +$6.54K | ﹤0.01% | 820 |
|
|
2019
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1632 |
|
|
2019
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1701 |
|
|
2019
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1674 |
|
|
2019
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1581 |
|
|
2018
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1343 |
|