Plante Moran Financial 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
Q3 | – | Sell |
-9
| Closed | -$2K | – | 1135 |
|
|
2022
Q2 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 865 |
|
|
2018
Q3 | – | Sell |
-8
| Closed | -$1K | – | 886 |
|
|
2018
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 795 |
|
|
2018
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 941 |
|
|
2017
Q4 | $1K | Buy |
8
+1
| +14% | +$125 | ﹤0.01% | 867 |
|
|
2017
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 796 |
|
|
2017
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 821 |
|
|
2017
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 863 |
|