PWM
SBNY

Perigon Wealth Management’s Signature Bank SBNY Stock Holding History

Perigon Wealth Management’s Portfolio SBNY Stock Details SBNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,555
Closed -$204K – 256
2019
Q1 		$204K Sell
1,555
-140
-8% -$18.4K 0.05% 213
2018
Q4 		$213K Sell
1,695
-545
-24% -$68.5K 0.05% 211
2018
Q3 		$257K Buy
+2,240
New +$257K 0.06% 199