Legacy Wealth Management (Mississippi)’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,412
| Closed | -$213K | – | 78 |
|
|
2022
Q3 | $213K | Hold |
1,412
| – | – | 0.14% | 75 |
|
|
2022
Q2 | $253K | Hold |
1,412
| – | – | 0.15% | 78 |
|
|
2022
Q1 | $414K | Buy |
1,412
+32
| +2% | +$9.39K | 0.22% | 79 |
|
|
2021
Q4 | $446K | Buy |
1,380
+13
| +1% | +$4.21K | 0.23% | 80 |
|
|
2021
Q3 | $372K | Hold |
1,367
| – | – | 0.2% | 86 |
|
|
2021
Q2 | $336K | Sell |
1,367
-22
| -2% | -$5.4K | 0.19% | 89 |
|
|
2021
Q1 | $314K | Buy |
+1,389
| New | +$314K | 0.19% | 83 |
|