JFS 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 |
-13
| Closed | -$1.5K | – | 2013 |
|
|
2022
Q4 | $1.5K | Sell |
13
-21
| -62% | -$2.42K | ﹤0.01% | 1477 |
|
|
2022
Q3 | $5K | Buy |
34
+22
| +183% | +$3.24K | ﹤0.01% | 1029 |
|
|
2022
Q2 | $2K | Sell |
12
-22
| -65% | -$3.67K | ﹤0.01% | 1442 |
|
|
2022
Q1 | $10K | Buy |
34
+17
| +100% | +$5K | ﹤0.01% | 799 |
|
|
2021
Q4 | $5K | Buy |
+17
| New | +$5K | ﹤0.01% | 820 |
|
|
2018
Q2 | – | Sell |
-28
| Closed | -$4K | – | 575 |
|
|
2018
Q1 | $4K | Hold |
28
| – | – | ﹤0.01% | 445 |
|
|
2017
Q4 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 455 |
|
|
2015
Q3 | – | Sell |
-100
| Closed | -$15K | – | 618 |
|
|
2015
Q2 | $15K | Hold |
100
| – | – | 0.01% | 318 |
|
|
2015
Q1 | $13K | Hold |
100
| – | – | 0.01% | 336 |
|
|
2014
Q4 | $13K | Buy |
+100
| New | +$13K | ﹤0.01% | 349 |
|