Kestra 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,460
| Closed | -$262K | – | 2284 |
|
|
2022
Q2 | $262K | Buy |
1,460
+229
| +19% | +$41.1K | ﹤0.01% | 1715 |
|
|
2022
Q1 | $361K | Buy |
1,231
+58
| +5% | +$17K | ﹤0.01% | 1491 |
|
|
2021
Q4 | $379K | Buy |
1,173
+60
| +5% | +$19.4K | ﹤0.01% | 1470 |
|
|
2021
Q3 | $303K | Buy |
1,113
+163
| +17% | +$44.4K | ﹤0.01% | 1660 |
|
|
2021
Q2 | $233K | Buy |
+950
| New | +$233K | ﹤0.01% | 1754 |
|