CWM
SBNY

Cabot Wealth Management’s Signature Bank SBNY Stock Holding History

Cabot Wealth 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
2014
Q4 		– Sell
-16,090
Closed -$1.8M – 158
2014
Q3 		$1.8M Sell
16,090
-310
-2% -$34.7K 0.46% 81
2014
Q2 		$2.07M Buy
+16,400
New +$2.07M 0.52% 81