SVB Wealth’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,426
| Closed | -$279K | – | 450 |
|
|
2018
Q3 | $279K | Sell |
2,426
-3,205
| -57% | -$369K | 0.01% | 377 |
|
|
2018
Q2 | $720K | Sell |
5,631
-855
| -13% | -$109K | 0.03% | 293 |
|
|
2018
Q1 | $921K | Sell |
6,486
-532
| -8% | -$75.5K | 0.04% | 273 |
|
|
2017
Q4 | $963K | Sell |
7,018
-495
| -7% | -$67.9K | 0.04% | 263 |
|
|
2017
Q3 | $962K | Sell |
7,513
-55
| -0.7% | -$7.04K | 0.04% | 261 |
|
|
2017
Q2 | $1.09M | Buy |
7,568
+25
| +0.3% | +$3.59K | 0.04% | 242 |
|
|
2017
Q1 | $1.12M | Sell |
7,543
-207
| -3% | -$30.7K | 0.04% | 232 |
|
|
2016
Q4 | $1.16M | Buy |
+7,750
| New | +$1.16M | 0.05% | 234 |
|