Spire Wealth Management’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-49
| Closed | -$6K | – | 2637 |
|
|
2022
Q4 | $6K | Buy |
49
+2
| +4% | +$245 | ﹤0.01% | 1808 |
|
|
2022
Q3 | $7K | Sell |
47
-3
| -6% | -$447 | ﹤0.01% | 1678 |
|
|
2022
Q2 | $9K | Hold |
50
| – | – | ﹤0.01% | 1973 |
|
|
2022
Q1 | $15K | Sell |
50
-501
| -91% | -$150K | ﹤0.01% | 1913 |
|
|
2021
Q4 | $178K | Buy |
+551
| New | +$178K | ﹤0.01% | 1143 |
|
|
2021
Q2 | – | Sell |
-1,399
| Closed | -$307K | – | 3131 |
|
|
2021
Q1 | $307K | Buy |
+1,399
| New | +$307K | 0.01% | 852 |
|