TWA
SBNY
TCI Wealth Advisors’s Signature Bank SBNY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-44
| Closed | -$5.07K | – | 2701 |
|
2022
Q4 | $5.07K | Buy |
44
+27
| +159% | +$3.11K | ﹤0.01% | 1516 |
|
2022
Q3 | $3K | Sell |
17
-6
| -26% | -$1.06K | ﹤0.01% | 1889 |
|
2022
Q2 | $4K | Buy |
23
+10
| +77% | +$1.74K | ﹤0.01% | 1742 |
|
2022
Q1 | $4K | Hold |
13
| – | – | ﹤0.01% | 1848 |
|
2021
Q4 | $4K | Hold |
13
| – | – | ﹤0.01% | 1971 |
|
2021
Q3 | $4K | Hold |
13
| – | – | ﹤0.01% | 1868 |
|
2021
Q2 | $3K | Sell |
13
-13
| -50% | -$3K | ﹤0.01% | 1911 |
|
2021
Q1 | $6K | Buy |
26
+13
| +100% | +$3K | ﹤0.01% | 1188 |
|
2020
Q4 | $2K | Sell |
13
-6
| -32% | -$923 | ﹤0.01% | 1290 |
|
2020
Q3 | $2K | Buy |
19
+6
| +46% | +$632 | ﹤0.01% | 1218 |
|
2020
Q2 | $1K | Sell |
13
-10
| -43% | -$769 | ﹤0.01% | 1418 |
|
2020
Q1 | $2K | Sell |
23
-65
| -74% | -$5.65K | ﹤0.01% | 1152 |
|
2019
Q4 | $12K | Hold |
88
| – | – | ﹤0.01% | 675 |
|
2019
Q3 | $10K | Hold |
88
| – | – | ﹤0.01% | 653 |
|
2019
Q2 | $11K | Hold |
88
| – | – | 0.01% | 613 |
|
2019
Q1 | $11K | Hold |
88
| – | – | ﹤0.01% | 616 |
|
2018
Q4 | $9K | Hold |
88
| – | – | ﹤0.01% | 653 |
|
2018
Q3 | $10K | Hold |
88
| – | – | ﹤0.01% | 640 |
|
2018
Q2 | $11K | Hold |
88
| – | – | ﹤0.01% | 632 |
|
2018
Q1 | $12K | Sell |
88
-127
| -59% | -$17.3K | 0.01% | 592 |
|
2017
Q4 | $30K | Buy |
215
+127
| +144% | +$17.7K | 0.01% | 420 |
|
2017
Q3 | $11K | Hold |
88
| – | – | 0.01% | 587 |
|
2017
Q2 | $13K | Hold |
88
| – | – | 0.01% | 550 |
|
2017
Q1 | $13K | Hold |
88
| – | – | 0.01% | 537 |
|
2016
Q4 | $13K | Hold |
88
| – | – | 0.01% | 580 |
|
2016
Q3 | $10K | Hold |
88
| – | – | 0.01% | 595 |
|
2016
Q2 | $11K | Hold |
88
| – | – | 0.01% | 561 |
|
2016
Q1 | $12K | Sell |
88
-16
| -15% | -$2.18K | 0.01% | 553 |
|
2015
Q4 | $16K | Buy |
+104
| New | +$16K | 0.01% | 483 |
|