Veritable’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-639
| Closed | -$207K | – | 959 |
|
|
2021
Q4 | $207K | Buy |
+639
| New | +$207K | ﹤0.01% | 868 |
|
|
2018
Q2 | – | Sell |
-1,564
| Closed | -$222K | – | 836 |
|
|
2018
Q1 | $222K | Buy |
+1,564
| New | +$222K | ﹤0.01% | 709 |
|
|
2015
Q1 | – | Sell |
-4,162
| Closed | -$524K | – | 988 |
|
|
2014
Q4 | $524K | Sell |
4,162
-1,491
| -26% | -$188K | 0.01% | 589 |
|
|
2014
Q3 | $633K | Buy |
5,653
+1,507
| +36% | +$169K | 0.01% | 531 |
|
|
2014
Q2 | $523K | Buy |
4,146
+11
| +0.3% | +$1.39K | 0.01% | 586 |
|
|
2014
Q1 | $519K | Sell |
4,135
-78
| -2% | -$9.79K | 0.01% | 578 |
|
|
2013
Q4 | $453K | Sell |
4,213
-25
| -0.6% | -$2.69K | 0.01% | 608 |
|
|
2013
Q3 | $388K | Buy |
4,238
+31
| +0.7% | +$2.84K | 0.01% | 644 |
|
|
2013
Q2 | $349K | Buy |
+4,207
| New | +$349K | 0.01% | 670 |
|