Mount Yale Investment Advisors’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 |
-3,083
| Closed | -$466K | – | 497 |
|
|
2022
Q3 | $466K | Hold |
3,083
| – | – | 0.06% | 276 |
|
|
2022
Q2 | $553K | Buy |
3,083
+547
| +22% | +$98.1K | 0.07% | 271 |
|
|
2022
Q1 | $744K | Sell |
2,536
-1,004
| -28% | -$295K | 0.08% | 243 |
|
|
2021
Q4 | $1.15M | Buy |
3,540
+1,020
| +40% | +$330K | 0.12% | 186 |
|
|
2021
Q3 | $686K | Buy |
2,520
+1,246
| +98% | +$339K | 0.08% | 233 |
|
|
2021
Q2 | $313K | Sell |
1,274
-822
| -39% | -$202K | 0.04% | 313 |
|
|
2021
Q1 | $474K | Buy |
+2,096
| New | +$474K | 0.06% | 267 |
|