CSat Investment Advisory’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,793
| Closed | -$564K | – | 1086 |
|
|
2020
Q3 | $564K | Buy |
6,793
+681
| +11% | +$56.5K | 0.05% | 172 |
|
|
2020
Q2 | $654K | Sell |
6,112
-149
| -2% | -$15.9K | 0.08% | 137 |
|
|
2020
Q1 | $503K | Sell |
6,261
-825
| -12% | -$66.3K | 0.11% | 135 |
|
|
2019
Q4 | $968K | Sell |
7,086
-586
| -8% | -$80.1K | 0.25% | 75 |
|
|
2019
Q3 | $915K | Sell |
7,672
-237
| -3% | -$28.3K | 0.29% | 67 |
|
|
2019
Q2 | $956K | Buy |
7,909
+4,068
| +106% | +$492K | 0.34% | 63 |
|
|
2019
Q1 | $492K | Buy |
+3,841
| New | +$492K | 0.25% | 79 |
|