First Trust Direct Indexing’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
-1,901
Closed -$219K 731
2022
Q4
$219K Buy
+1,901
New +$219K 0.03% 602
2022
Q2
Sell
-837
Closed -$246K 712
2022
Q1
$246K Sell
837
-6
-0.7% -$1.76K 0.03% 563
2021
Q4
$273K Buy
+843
New +$273K 0.04% 520