Institutional & Family Asset 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 |
-99
| Closed | -$11.4K | – | 769 |
|
|
2022
Q4 | $11.4K | Hold |
99
| – | – | ﹤0.01% | 362 |
|
|
2022
Q3 | $15K | Hold |
99
| – | – | ﹤0.01% | 340 |
|
|
2022
Q2 | $18K | Buy |
99
+20
| +25% | +$3.64K | ﹤0.01% | 326 |
|
|
2022
Q1 | $23K | Buy |
79
+11
| +16% | +$3.2K | ﹤0.01% | 341 |
|
|
2021
Q4 | $22K | Sell |
68
-1
| -1% | -$324 | ﹤0.01% | 358 |
|
|
2021
Q3 | $19K | Buy |
69
+12
| +21% | +$3.3K | ﹤0.01% | 462 |
|
|
2021
Q2 | $14K | Buy |
57
+36
| +171% | +$8.84K | ﹤0.01% | 542 |
|
|
2021
Q1 | $5K | Buy |
+21
| New | +$5K | ﹤0.01% | 703 |
|