Level Four 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
-1,634
Closed -$293K 599
2022
Q2
$293K Sell
1,634
-1,050
-39% -$188K 0.03% 455
2022
Q1
$788K Sell
2,684
-524
-16% -$154K 0.06% 290
2021
Q4
$1.04M Buy
+3,208
New +$1.04M 0.08% 243
2017
Q3
Sell
-1,824
Closed -$260K 543
2017
Q2
$260K Sell
1,824
-1,504
-45% -$214K 0.04% 407
2017
Q1
$483K Buy
+3,328
New +$483K 0.05% 328