Kingsview Wealth Management’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 |
-1,215
| Closed | -$218K | – | 897 |
|
|
2022
Q2 | $218K | Hold |
1,215
| – | – | 0.01% | 744 |
|
|
2022
Q1 | $357K | Hold |
1,215
| – | – | 0.02% | 651 |
|
|
2021
Q4 | $393K | Hold |
1,215
| – | – | 0.02% | 636 |
|
|
2021
Q3 | $331K | Hold |
1,215
| – | – | 0.02% | 657 |
|
|
2021
Q2 | $304K | Buy |
+1,215
| New | +$304K | 0.02% | 690 |
|