FFM
SBNY

Forum Financial Management’s Signature Bank SBNY Stock Holding History

Forum Financial Management’s Portfolio SBNY Stock Details SBNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,578
Closed -$238K – 613
2022
Q3 		$238K Hold
1,578
– – 0.01% 434
2022
Q2 		$283K Hold
1,578
– – 0.01% 372
2022
Q1 		$463K Hold
1,578
– – 0.02% 256
2021
Q4 		$510K Buy
+1,578
New +$510K 0.03% 243