Hamilton Point Investment Advisors’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 |
-40,932
| Closed | -$4.72M | – | 143 |
|
|
2022
Q4 | $4.72M | Sell |
40,932
-166
| -0.4% | -$19.1K | 1.3% | 35 |
|
|
2022
Q3 | $6.21M | Buy |
41,098
+317
| +0.8% | +$47.9K | 1.89% | 25 |
|
|
2022
Q2 | $7.31M | Buy |
40,781
+341
| +0.8% | +$61.1K | 2.13% | 16 |
|
|
2022
Q1 | $11.9M | Buy |
40,440
+1,109
| +3% | +$325K | 3.06% | 7 |
|
|
2021
Q4 | $12.7M | Buy |
39,331
+1,268
| +3% | +$410K | 3.03% | 5 |
|
|
2021
Q3 | $10.4M | Buy |
38,063
+19,031
| +100% | +$5.18M | 2.75% | 8 |
|
|
2021
Q2 | $4.68M | Buy |
+19,032
| New | +$4.68M | 1.27% | 38 |
|