Vanguard Personalized Indexing 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 |
-4,092
| Closed | -$471K | – | 1528 |
|
|
2022
Q4 | $471K | Buy |
4,092
+958
| +31% | +$110K | 0.02% | 821 |
|
|
2022
Q3 | $473K | Sell |
3,134
-397
| -11% | -$59.9K | 0.02% | 813 |
|
|
2022
Q2 | $633K | Buy |
3,531
+1,159
| +49% | +$208K | 0.03% | 701 |
|
|
2022
Q1 | $696K | Sell |
2,372
-754
| -24% | -$221K | 0.03% | 652 |
|
|
2021
Q4 | $1.01M | Buy |
3,126
+1,415
| +83% | +$458K | 0.06% | 382 |
|
|
2021
Q3 | $466K | Sell |
1,711
-200
| -10% | -$54.5K | 0.04% | 551 |
|
|
2021
Q2 | $469K | Buy |
+1,911
| New | +$469K | 0.05% | 510 |
|