MinichMacGregor Wealth Management’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-12
| Closed | -$1K | – | 606 |
|
|
2018
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 513 |
|
|
2018
Q2 | $1K | Buy |
12
+1
| +9% | +$83 | ﹤0.01% | 520 |
|
|
2018
Q1 | $1K | Buy |
11
+1
| +10% | +$91 | ﹤0.01% | 500 |
|
|
2017
Q4 | $1K | Buy |
10
+1
| +11% | +$100 | ﹤0.01% | 483 |
|
|
2017
Q3 | $1K | Buy |
9
+2
| +29% | +$222 | ﹤0.01% | 467 |
|
|
2017
Q2 | $1K | Buy |
7
+2
| +40% | +$286 | ﹤0.01% | 462 |
|
|
2017
Q1 | $0 | Sell |
5
-6
| -55% | – | ﹤0.01% | 539 |
|
|
2016
Q4 | $1K | Buy |
11
+7
| +175% | +$636 | ﹤0.01% | 447 |
|
|
2016
Q3 | $0 | Sell |
4
-5
| -56% | – | ﹤0.01% | 509 |
|
|
2016
Q2 | $1K | Sell |
9
-1
| -10% | -$111 | ﹤0.01% | 429 |
|
|
2016
Q1 | $1K | Sell |
10
-1
| -9% | -$100 | ﹤0.01% | 423 |
|
|
2015
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 370 |
|