Global Retirement Partners’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 |
-218
| Closed | -$25.1K | – | 3400 |
|
|
2022
Q4 | $25.1K | Sell |
218
-203
| -48% | -$23.3K | ﹤0.01% | 1393 |
|
|
2022
Q3 | $67K | Sell |
421
-7
| -2% | -$1.11K | 0.01% | 912 |
|
|
2022
Q2 | $77K | Buy |
428
+26
| +6% | +$4.68K | 0.01% | 848 |
|
|
2022
Q1 | $77K | Buy |
+402
| New | +$77K | 0.01% | 848 |
|
|
2021
Q4 | – | Sell |
-3,144
| Closed | -$856K | – | 2043 |
|
|
2021
Q3 | $856K | Sell |
3,144
-238
| -7% | -$64.8K | 0.08% | 210 |
|
|
2021
Q2 | $831K | Buy |
3,382
+873
| +35% | +$215K | 0.09% | 211 |
|
|
2021
Q1 | $567K | Sell |
2,509
-47
| -2% | -$10.6K | 0.07% | 244 |
|
|
2020
Q4 | $346K | Sell |
2,556
-3
| -0.1% | -$406 | 0.04% | 297 |
|
|
2020
Q3 | $212K | Hold |
2,559
| – | – | 0.03% | 351 |
|
|
2020
Q2 | $274K | Buy |
2,559
+76
| +3% | +$8.14K | 0.04% | 305 |
|
|
2020
Q1 | $200K | Hold |
2,483
| – | – | 0.04% | 319 |
|
|
2019
Q4 | $339K | Sell |
2,483
-190
| -7% | -$25.9K | 0.05% | 290 |
|
|
2019
Q3 | $319K | Buy |
2,673
+10
| +0.4% | +$1.19K | 0.05% | 287 |
|
|
2019
Q2 | $322K | Buy |
2,663
+12
| +0.5% | +$1.45K | 0.06% | 254 |
|
|
2019
Q1 | $339K | Buy |
2,651
+12
| +0.5% | +$1.54K | 0.08% | 208 |
|
|
2018
Q4 | $271K | Buy |
2,639
+2,561
| +3,283% | +$263K | 0.07% | 241 |
|
|
2018
Q3 | $9K | Hold |
78
| – | – | ﹤0.01% | 1084 |
|
|
2018
Q2 | $10K | Hold |
78
| – | – | ﹤0.01% | 1012 |
|
|
2018
Q1 | $11K | Hold |
78
| – | – | ﹤0.01% | 958 |
|
|
2017
Q4 | $11K | Sell |
78
-6
| -7% | -$846 | ﹤0.01% | 891 |
|
|
2017
Q3 | $11K | Buy |
84
+12
| +17% | +$1.57K | ﹤0.01% | 821 |
|
|
2017
Q2 | $10K | Buy |
72
+27
| +60% | +$3.75K | ﹤0.01% | 802 |
|
|
2017
Q1 | $7K | Sell |
45
-17
| -27% | -$2.64K | ﹤0.01% | 854 |
|
|
2016
Q4 | $9K | Buy |
+62
| New | +$9K | 0.01% | 732 |
|