Sugarloaf 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 |
-54
| Closed | -$6.22K | – | 800 |
|
|
2022
Q4 | $6.22K | Hold |
54
| – | – | ﹤0.01% | 552 |
|
|
2022
Q3 | $9K | Hold |
54
| – | – | ﹤0.01% | 544 |
|
|
2022
Q2 | $10K | Hold |
54
| – | – | ﹤0.01% | 521 |
|
|
2022
Q1 | $16K | Hold |
54
| – | – | ﹤0.01% | 437 |
|
|
2021
Q4 | $17K | Hold |
54
| – | – | ﹤0.01% | 451 |
|
|
2021
Q3 | $15K | Hold |
54
| – | – | ﹤0.01% | 477 |
|
|
2021
Q2 | $13K | Hold |
54
| – | – | ﹤0.01% | 466 |
|
|
2021
Q1 | $12 | Hold |
54
| – | – | ﹤0.01% | 483 |
|
|
2020
Q4 | $7K | Hold |
54
| – | – | ﹤0.01% | 518 |
|
|
2020
Q3 | $4K | Hold |
54
| – | – | ﹤0.01% | 559 |
|
|
2020
Q2 | $6K | Hold |
54
| – | – | ﹤0.01% | 510 |
|
|
2020
Q1 | $4K | Hold |
54
| – | – | ﹤0.01% | 556 |
|
|
2019
Q4 | $7K | Buy |
+54
| New | +$7K | ﹤0.01% | 504 |
|