LSPW
SBNY

Lake Street Private Wealth’s Signature Bank SBNY Stock Holding History

Lake Street Private Wealth’s Portfolio SBNY Stock Details SBNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,240
Closed -$1.41M – 298
2022
Q4 		$1.41M Buy
12,240
+5,297
+76% +$611K 0.29% 100
2022
Q3 		$1.05M Buy
6,943
+220
+3% +$33.2K 0.24% 104
2022
Q2 		$1.21M Buy
6,723
+539
+9% +$96.6K 0.25% 102
2022
Q1 		$1.82M Buy
+6,184
New +$1.82M 0.33% 87