Eagle Bluffs Wealth Management’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
-4,661
Closed -$537K 69
2022
Q4
$537K Sell
4,661
-80
-2% -$9.22K 0.56% 46
2022
Q3
$716K Buy
4,741
+927
+24% +$140K 0.83% 35
2022
Q2
$684K Buy
+3,814
New +$684K 0.74% 39