Brandywine Oak Private Wealth’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 |
-1,505
| Closed | -$269K | – | 327 |
|
|
2022
Q2 | $269K | Buy |
1,505
+624
| +71% | +$112K | 0.03% | 267 |
|
|
2022
Q1 | $258K | Buy |
881
+81
| +10% | +$23.7K | 0.03% | 290 |
|
|
2021
Q4 | $267K | Sell |
800
-253
| -24% | -$84.4K | 0.03% | 282 |
|
|
2021
Q3 | $286K | Sell |
1,053
-9
| -0.8% | -$2.44K | 0.03% | 267 |
|
|
2021
Q2 | $260K | Sell |
1,062
-462
| -30% | -$113K | 0.03% | 270 |
|
|
2021
Q1 | $344K | Buy |
+1,524
| New | +$344K | 0.05% | 181 |
|