Carson Wealth (CWM LLC)’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,886
| Closed | -$217K | – | 4501 |
|
|
2022
Q4 | $217K | Buy |
1,886
+1,390
| +280% | +$160K | ﹤0.01% | 1072 |
|
|
2022
Q3 | $75K | Sell |
496
-21
| -4% | -$3.18K | ﹤0.01% | 1471 |
|
|
2022
Q2 | $93K | Buy |
517
+160
| +45% | +$28.8K | ﹤0.01% | 1345 |
|
|
2022
Q1 | $105K | Buy |
357
+133
| +59% | +$39.1K | ﹤0.01% | 1305 |
|
|
2021
Q4 | $72K | Buy |
+224
| New | +$72K | ﹤0.01% | 1433 |
|
|
2021
Q2 | $34K | Hold |
138
| – | – | ﹤0.01% | 1562 |
|
|
2021
Q1 | $34K | Hold |
138
| – | – | ﹤0.01% | 1562 |
|
|
2020
Q4 | $34K | Hold |
138
| – | – | ﹤0.01% | 1562 |
|
|
2020
Q3 | $34K | Hold |
138
| – | – | ﹤0.01% | 1562 |
|
|
2020
Q2 | $34K | Hold |
138
| – | – | ﹤0.01% | 1562 |
|
|
2020
Q1 | $34K | Hold |
138
| – | – | ﹤0.01% | 1562 |
|
|
2019
Q4 | $34K | Hold |
138
| – | – | ﹤0.01% | 1562 |
|
|
2019
Q3 | $34K | Hold |
138
| – | – | ﹤0.01% | 1562 |
|
|
2019
Q2 | $34K | Hold |
138
| – | – | ﹤0.01% | 1562 |
|
|
2019
Q1 | $34K | Buy |
+138
| New | +$34K | ﹤0.01% | 1562 |
|