WA
SBNY

Waverly Advisors’s Signature Bank SBNY Stock Holding History

Waverly Advisors’s Portfolio SBNY Stock Details SBNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-500
Closed -$56K – 780
2014
Q3 		$56K Hold
500
– – 0.03% 208
2014
Q2 		$63K Hold
500
– – 0.03% 208
2014
Q1 		$63K Hold
500
– – 0.03% 198
2013
Q4 		$54K Buy
+500
New +$54K 0.02% 322