Tandem Investment Advisors’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-360,741
| Closed | -$29.9M | – | 74 |
|
|
2020
Q3 | $29.9M | Buy |
360,741
+32,020
| +10% | +$2.66M | 3.67% | 11 |
|
|
2020
Q2 | $35.1M | Buy |
328,721
+79,811
| +32% | +$8.53M | 4.74% | 2 |
|
|
2020
Q1 | $20M | Buy |
248,910
+79,077
| +47% | +$6.36M | 2.97% | 14 |
|
|
2019
Q4 | $23.2M | Buy |
169,833
+2,764
| +2% | +$378K | 3.89% | 7 |
|
|
2019
Q3 | $19.9M | Buy |
167,069
+7,253
| +5% | +$865K | 3.61% | 8 |
|
|
2019
Q2 | $19.3M | Buy |
159,816
+80,506
| +102% | +$9.73M | 3.66% | 9 |
|
|
2019
Q1 | $10.2M | Buy |
79,310
+5,729
| +8% | +$734K | 2.24% | 25 |
|
|
2018
Q4 | $7.57M | Buy |
73,581
+62,117
| +542% | +$6.39M | 1.96% | 28 |
|
|
2018
Q3 | $1.32M | Buy |
11,464
+130
| +1% | +$14.9K | 0.36% | 33 |
|
|
2018
Q2 | $1.45M | Buy |
11,334
+1,727
| +18% | +$221K | 0.44% | 31 |
|
|
2018
Q1 | $1.36M | Buy |
9,607
+719
| +8% | +$102K | 0.44% | 31 |
|
|
2017
Q4 | $1.22M | Buy |
8,888
+63
| +0.7% | +$8.65K | 0.42% | 34 |
|
|
2017
Q3 | $1.13M | Sell |
8,825
-1,501
| -15% | -$192K | 0.43% | 37 |
|
|
2017
Q2 | $1.48M | Buy |
10,326
+2,534
| +33% | +$364K | 0.59% | 35 |
|
|
2017
Q1 | $1.16M | Buy |
7,792
+555
| +8% | +$82.3K | 0.51% | 37 |
|
|
2016
Q4 | $1.09M | Buy |
+7,237
| New | +$1.09M | 0.52% | 39 |
|