Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-153
| Closed | -$38K | – | 3208 |
|
|
2021
Q1 | $38K | Buy |
+153
| New | +$38K | ﹤0.01% | 1777 |
|
|
2019
Q2 | – | Sell |
-21
| Closed | -$2K | – | 2540 |
|
|
2019
Q1 | $2K | Sell |
21
-431
| -95% | -$41K | ﹤0.01% | 2289 |
|
|
2018
Q4 | $46K | Sell |
452
-209
| -32% | -$21.3K | ﹤0.01% | 1139 |
|
|
2018
Q3 | $75K | Buy |
661
+34
| +5% | +$3.86K | 0.01% | 991 |
|
|
2018
Q2 | $80K | Sell |
627
-3,044
| -83% | -$388K | 0.01% | 859 |
|
|
2018
Q1 | $521K | Buy |
3,671
+728
| +25% | +$103K | 0.05% | 300 |
|
|
2017
Q4 | $403K | Buy |
2,943
+2,898
| +6,440% | +$397K | 0.04% | 359 |
|
|
2017
Q3 | $5K | Hold |
45
| – | – | ﹤0.01% | 1791 |
|
|
2017
Q2 | $6K | Sell |
45
-14
| -24% | -$1.87K | ﹤0.01% | 1701 |
|
|
2017
Q1 | $8K | Sell |
59
-6
| -9% | -$814 | ﹤0.01% | 1587 |
|
|
2016
Q4 | $9K | Hold |
65
| – | – | ﹤0.01% | 1489 |
|
|
2016
Q3 | $7K | Buy |
65
+20
| +44% | +$2.15K | ﹤0.01% | 1497 |
|
|
2016
Q2 | $5K | Hold |
45
| – | – | ﹤0.01% | 1544 |
|
|
2016
Q1 | $6K | Buy |
+45
| New | +$6K | ﹤0.01% | 1462 |
|