Sheets Smith Wealth Management’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $450K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $777K | Buy |
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|
2016
Q4 | $780K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.63M | Buy |
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|
2015
Q3 | $1.45M | Sell |
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|
2015
Q2 | $1.55M | Sell |
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|
2015
Q1 | $1.37M | Sell |
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|
2014
Q4 | $1.37M | Buy |
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|
2014
Q3 | $1.19M | Buy |
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|
2014
Q2 | $1.33M | Buy |
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|
2014
Q1 | $1.19M | Buy |
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|
2013
Q4 | $960K | Buy |
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|
2013
Q3 | $704K | Buy |
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|
2013
Q2 | $603K | Buy |
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