Chesley Taft & Associates’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,675
| Closed | -$1M | – | 280 |
|
|
2016
Q4 | $1M | Buy |
6,675
+150
| +2% | +$22.5K | 0.1% | 167 |
|
|
2016
Q3 | $773K | Sell |
6,525
-370
| -5% | -$43.8K | 0.08% | 168 |
|
|
2016
Q2 | $861K | Sell |
6,895
-445
| -6% | -$55.6K | 0.09% | 162 |
|
|
2016
Q1 | $999K | Buy |
7,340
+415
| +6% | +$56.5K | 0.11% | 144 |
|
|
2015
Q4 | $1.06M | Buy |
+6,925
| New | +$1.06M | 0.11% | 139 |
|