Waldron Private Wealth’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 |
-3,475
| Closed | -$524K | – | 444 |
|
|
2022
Q4 | $524K | Hold |
3,475
| – | – | 0.03% | 229 |
|
|
2022
Q3 | $524K | Buy |
3,475
+418
| +14% | +$63K | 0.03% | 229 |
|
|
2022
Q2 | $547K | Buy |
3,057
+88
| +3% | +$15.7K | 0.03% | 237 |
|
|
2022
Q1 | $871K | Buy |
2,969
+18
| +0.6% | +$5.28K | 0.04% | 195 |
|
|
2021
Q4 | $954K | Buy |
+2,951
| New | +$954K | 0.05% | 184 |
|