J.P. Morgan Private Wealth 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 |
-6,123
| Closed | -$705K | – | 2030 |
|
|
2022
Q4 | $705K | Sell |
6,123
-4,198
| -41% | -$484K | ﹤0.01% | 1314 |
|
|
2022
Q3 | $1.56M | Buy |
10,321
+937
| +10% | +$142K | ﹤0.01% | 935 |
|
|
2022
Q2 | $1.68M | Buy |
9,384
+325
| +4% | +$58.3K | ﹤0.01% | 899 |
|
|
2022
Q1 | $2.66M | Sell |
9,059
-99,720
| -92% | -$29.3M | 0.01% | 806 |
|
|
2021
Q4 | $35.2M | Buy |
108,779
+104,783
| +2,622% | +$33.9M | 0.08% | 238 |
|
|
2021
Q3 | $1.09M | Buy |
3,996
+331
| +9% | +$90.1K | ﹤0.01% | 1173 |
|
|
2021
Q2 | $900K | Buy |
3,665
+1,438
| +65% | +$353K | ﹤0.01% | 1247 |
|
|
2021
Q1 | $503K | Sell |
2,227
-832
| -27% | -$188K | ﹤0.01% | 1311 |
|
|
2020
Q4 | $414K | Sell |
3,059
-2,747
| -47% | -$372K | ﹤0.01% | 1365 |
|
|
2020
Q3 | $482K | Buy |
5,806
+2,651
| +84% | +$220K | ﹤0.01% | 1173 |
|
|
2020
Q2 | $337K | Buy |
3,155
+582
| +23% | +$62.2K | ﹤0.01% | 1256 |
|
|
2020
Q1 | $207K | Buy |
+2,573
| New | +$207K | ﹤0.01% | 1290 |
|
|
2017
Q2 | – | Sell |
-3,876
| Closed | -$576K | – | 1418 |
|
|
2017
Q1 | $576K | Buy |
3,876
+741
| +24% | +$110K | ﹤0.01% | 798 |
|
|
2016
Q4 | $470K | Buy |
3,135
+314
| +11% | +$47.1K | ﹤0.01% | 828 |
|
|
2016
Q3 | $334K | Sell |
2,821
-1,526
| -35% | -$181K | ﹤0.01% | 944 |
|
|
2016
Q2 | $543K | Buy |
4,347
+28
| +0.6% | +$3.5K | 0.01% | 756 |
|
|
2016
Q1 | $587K | Sell |
4,319
-1,144
| -21% | -$155K | 0.01% | 691 |
|
|
2015
Q4 | $838K | Buy |
5,463
+571
| +12% | +$87.6K | 0.01% | 560 |
|
|
2015
Q3 | $673K | Sell |
4,892
-748
| -13% | -$103K | 0.01% | 550 |
|
|
2015
Q2 | $826K | Buy |
5,640
+925
| +20% | +$135K | 0.01% | 552 |
|
|
2015
Q1 | $611K | Buy |
4,715
+1,862
| +65% | +$241K | 0.01% | 650 |
|
|
2014
Q4 | $359K | Sell |
2,853
-39
| -1% | -$4.91K | ﹤0.01% | 819 |
|
|
2014
Q3 | $325K | Sell |
2,892
-1,321
| -31% | -$148K | ﹤0.01% | 823 |
|
|
2014
Q2 | $532K | Sell |
4,213
-159
| -4% | -$20.1K | 0.01% | 546 |
|
|
2014
Q1 | $549K | Buy |
+4,372
| New | +$549K | 0.01% | 543 |
|