IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,210
| Closed | -$255K | – | 1009 |
|
|
2022
Q4 | $255K | Sell |
2,210
-144
| -6% | -$16.6K | 0.02% | 722 |
|
|
2022
Q3 | $355K | Buy |
2,354
+101
| +4% | +$15.2K | 0.03% | 559 |
|
|
2022
Q2 | $404K | Sell |
2,253
-43
| -2% | -$7.71K | 0.04% | 445 |
|
|
2022
Q1 | $674K | Buy |
2,296
+60
| +3% | +$17.6K | 0.05% | 334 |
|
|
2021
Q4 | $723K | Buy |
2,236
+4
| +0.2% | +$1.29K | 0.05% | 333 |
|
|
2021
Q3 | $608K | Sell |
2,232
-93
| -4% | -$25.3K | 0.05% | 365 |
|
|
2021
Q2 | $571K | Buy |
2,325
+11
| +0.5% | +$2.7K | 0.04% | 493 |
|
|
2021
Q1 | $523K | Buy |
2,314
+47
| +2% | +$10.6K | 0.04% | 446 |
|
|
2020
Q4 | $307K | Buy |
+2,267
| New | +$307K | 0.03% | 555 |
|
|
2018
Q2 | – | Sell |
-260
| Closed | -$36K | – | 1654 |
|
|
2018
Q1 | $36K | Hold |
260
| – | – | 0.01% | 787 |
|
|
2017
Q4 | $36K | Hold |
260
| – | – | 0.01% | 798 |
|
|
2017
Q3 | $32K | Sell |
260
-75
| -22% | -$9.23K | 0.01% | 644 |
|
|
2017
Q2 | $2 | Buy |
335
+145
| +76% | +$1 | ﹤0.01% | 1272 |
|
|
2017
Q1 | $27K | Buy |
190
+30
| +19% | +$4.26K | 0.02% | 573 |
|
|
2016
Q4 | $24K | Buy |
+160
| New | +$24K | 0.02% | 580 |
|