CWP
SBNY

Concord Wealth Partners’s Signature Bank SBNY Stock Holding History

Concord Wealth Partners’s Portfolio SBNY Stock Details SBNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13
Closed -$1.5K – 1277
2022
Q4 		$1.5K Buy
+13
New +$1.5K ﹤0.01% 1000
2022
Q3 		– Sell
-13
Closed -$2K – 1288
2022
Q2 		$2K Buy
13
+4
+44% +$615 ﹤0.01% 1093
2022
Q1 		$3K Buy
+9
New +$3K ﹤0.01% 1056