IMA Advisory 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 |
-300
| Closed | -$34.6K | – | 352 |
|
|
2022
Q4 | $34.6K | Sell |
300
-10,791
| -97% | -$1.24M | 0.01% | 198 |
|
|
2022
Q3 | $1.68M | Buy |
11,091
+1,311
| +13% | +$198K | 0.45% | 67 |
|
|
2022
Q2 | $1.75M | Buy |
+9,780
| New | +$1.75M | 0.43% | 71 |
|
|
2019
Q1 | – | Sell |
-274
| Closed | -$28K | – | 358 |
|
|
2018
Q4 | $28K | Hold |
274
| – | – | 0.01% | 175 |
|
|
2018
Q3 | $31K | Sell |
274
-382
| -58% | -$43.2K | 0.01% | 172 |
|
|
2018
Q2 | $84K | Sell |
656
-10,029
| -94% | -$1.28M | 0.04% | 141 |
|
|
2018
Q1 | $1.52M | Buy |
10,685
+4,211
| +65% | +$598K | 0.68% | 62 |
|
|
2017
Q4 | $889K | Sell |
6,474
-11,466
| -64% | -$1.57M | 0.4% | 76 |
|
|
2017
Q3 | $2.3M | Buy |
17,940
+2,823
| +19% | +$361K | 1.07% | 32 |
|
|
2017
Q2 | $2.17M | Sell |
15,117
-535
| -3% | -$76.8K | 1.04% | 28 |
|
|
2017
Q1 | $2.32M | Buy |
+15,652
| New | +$2.32M | 1.17% | 26 |
|