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 |
|