McLean Asset Management’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-823
| Closed | -$242K | – | 142 |
|
|
2022
Q1 | $242K | Buy |
823
+14
| +2% | +$4.12K | 0.18% | 107 |
|
|
2021
Q4 | $296K | Hold |
809
| – | – | 0.11% | 96 |
|
|
2021
Q3 | $249K | Buy |
+809
| New | +$249K | 0.1% | 112 |
|
|
2021
Q2 | – | Sell |
-795
| Closed | -$200K | – | 117 |
|
|
2021
Q1 | $200K | Buy |
+795
| New | +$200K | 0.16% | 104 |
|