Glassman Wealth Services’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 |
-103
| Closed | -$11.9K | – | 2049 |
|
|
2022
Q4 | $11.9K | Buy |
103
+65
| +171% | +$7.49K | ﹤0.01% | 784 |
|
|
2022
Q3 | $6K | Sell |
38
-31
| -45% | -$4.9K | ﹤0.01% | 972 |
|
|
2022
Q2 | $12K | Buy |
69
+38
| +123% | +$6.61K | ﹤0.01% | 767 |
|
|
2022
Q1 | $9K | Buy |
31
+20
| +182% | +$5.81K | ﹤0.01% | 877 |
|
|
2021
Q4 | $4K | Buy |
11
+5
| +83% | +$1.82K | ﹤0.01% | 1063 |
|
|
2021
Q3 | $2K | Buy |
6
+3
| +100% | +$1K | ﹤0.01% | 1257 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 1424 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 1371 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1602 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1580 |
|
|
2020
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1672 |
|
|
2020
Q1 | – | Sell |
-4
| Closed | -$1K | – | 1773 |
|
|
2019
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1131 |
|
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1576 |
|
|
2019
Q2 | $0 | Buy |
4
+1
| +33% | – | ﹤0.01% | 1553 |
|
|
2019
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1306 |
|
|
2018
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1105 |
|