SSWM
SBNY
Sheets Smith Wealth Management’s Signature Bank SBNY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,392
| Closed | -$450K | – | 397 |
|
|
2021
Q4 | $450K | Buy |
+1,392
| New | +$450K | 0.06% | 247 |
|
|
2017
Q2 | – | Sell |
-5,233
| Closed | -$777K | – | 331 |
|
|
2017
Q1 | $777K | Buy |
5,233
+39
| +0.8% | +$5.79K | 0.21% | 138 |
|
|
2016
Q4 | $780K | Buy |
+5,194
| New | +$780K | 0.22% | 132 |
|
|
2016
Q1 | – | Sell |
-10,597
| Closed | -$1.63M | – | 271 |
|
|
2015
Q4 | $1.63M | Buy |
10,597
+83
| +0.8% | +$12.7K | 0.49% | 58 |
|
|
2015
Q3 | $1.45M | Sell |
10,514
-48
| -0.5% | -$6.6K | 0.49% | 62 |
|
|
2015
Q2 | $1.55M | Sell |
10,562
-5
| -0% | -$732 | 0.42% | 70 |
|
|
2015
Q1 | $1.37M | Sell |
10,567
-337
| -3% | -$43.7K | 0.38% | 79 |
|
|
2014
Q4 | $1.37M | Buy |
10,904
+322
| +3% | +$40.5K | 0.36% | 79 |
|
|
2014
Q3 | $1.19M | Buy |
10,582
+53
| +0.5% | +$5.94K | 0.32% | 92 |
|
|
2014
Q2 | $1.33M | Buy |
10,529
+1,097
| +12% | +$138K | 0.36% | 78 |
|
|
2014
Q1 | $1.19M | Buy |
9,432
+495
| +6% | +$62.2K | 0.33% | 80 |
|
|
2013
Q4 | $960K | Buy |
8,937
+1,247
| +16% | +$134K | 0.26% | 97 |
|
|
2013
Q3 | $704K | Buy |
7,690
+422
| +6% | +$38.6K | 0.23% | 122 |
|
|
2013
Q2 | $603K | Buy |
+7,268
| New | +$603K | 0.2% | 141 |
|