Sheaff Brock 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-2,200
| Closed | -$330K | – | 664 |
|
2016
Q4 | $330K | Sell |
2,200
-1,500
| -41% | -$225K | 0.04% | 375 |
|
2016
Q3 | $438K | Sell |
3,700
-200
| -5% | -$23.7K | 0.06% | 287 |
|
2016
Q2 | $487K | Sell |
3,900
-400
| -9% | -$49.9K | 0.06% | 283 |
|
2016
Q1 | $585K | Sell |
4,300
-11,777
| -73% | -$1.6M | 0.07% | 264 |
|
2015
Q4 | $2.47M | Buy |
+16,077
| New | +$2.47M | 0.28% | 84 |
|