Harvest Group 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
Q1 | – | Hold |
0
| – | – | – | 832 |
|
|
2020
Q4 | – | Sell |
-30
| Closed | -$3K | – | 909 |
|
|
2020
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 315 |
|
|
2020
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 290 |
|
|
2020
Q1 | $2K | Sell |
30
-26
| -46% | -$1.73K | ﹤0.01% | 338 |
|
|
2019
Q4 | $7K | Hold |
56
| – | – | 0.01% | 308 |
|
|
2019
Q3 | $7K | Buy |
56
+39
| +229% | +$4.88K | 0.01% | 337 |
|
|
2019
Q2 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 634 |
|