LWAM
SBNY
Legacy Wealth Asset Management’s Signature Bank SBNY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,699
| Closed | -$426K | – | 345 |
|
|
2022
Q4 | $426K | Buy |
3,699
+1,401
| +61% | +$161K | 0.16% | 227 |
|
|
2022
Q3 | $347K | Buy |
2,298
+106
| +5% | +$16K | 0.15% | 241 |
|
|
2022
Q2 | $393K | Buy |
2,192
+728
| +50% | +$131K | 0.16% | 201 |
|
|
2022
Q1 | $430K | Sell |
1,464
-173
| -11% | -$50.8K | 0.15% | 208 |
|
|
2021
Q4 | $530K | Sell |
1,637
-25
| -2% | -$8.09K | 0.18% | 194 |
|
|
2021
Q3 | $453K | Sell |
1,662
-14
| -0.8% | -$3.82K | 0.21% | 183 |
|
|
2021
Q2 | $412K | Sell |
1,676
-460
| -22% | -$113K | 0.18% | 208 |
|
|
2021
Q1 | $483K | Sell |
2,136
-2,571
| -55% | -$581K | 0.22% | 178 |
|
|
2020
Q4 | $637K | Buy |
+4,707
| New | +$637K | 0.32% | 126 |
|