Valeo Financial Advisors’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-26
| Closed | -$6K | – | 2016 |
|
|
2021
Q1 | $6K | Hold |
26
| – | – | ﹤0.01% | 1450 |
|
|
2020
Q4 | $4K | Hold |
26
| – | – | ﹤0.01% | 1415 |
|
|
2020
Q3 | $2K | Sell |
26
-28
| -52% | -$2.15K | ﹤0.01% | 1411 |
|
|
2020
Q2 | $6K | Buy |
54
+28
| +108% | +$3.11K | ﹤0.01% | 1416 |
|
|
2020
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 1556 |
|
|
2019
Q4 | $4K | Hold |
26
| – | – | ﹤0.01% | 1355 |
|
|
2019
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 1340 |
|
|
2019
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 1367 |
|
|
2019
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 1320 |
|
|
2018
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 1243 |
|
|
2018
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 1405 |
|
|
2018
Q2 | $3K | Sell |
26
-65
| -71% | -$7.5K | ﹤0.01% | 1305 |
|
|
2018
Q1 | $13K | Buy |
91
+65
| +250% | +$9.29K | ﹤0.01% | 866 |
|
|
2017
Q4 | $4K | Sell |
26
-56
| -68% | -$8.62K | ﹤0.01% | 1095 |
|
|
2017
Q3 | $10K | Buy |
+82
| New | +$10K | ﹤0.01% | 704 |
|