WealthShield Partners’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,183
| Closed | -$934K | – | 347 |
|
|
2022
Q1 | $934K | Buy |
3,183
+348
| +12% | +$102K | 0.15% | 155 |
|
|
2021
Q4 | $917K | Buy |
2,835
+1,267
| +81% | +$410K | 0.15% | 144 |
|
|
2021
Q3 | $427K | Buy |
+1,568
| New | +$427K | 0.11% | 156 |
|
|
2021
Q2 | – | Sell |
-1,695
| Closed | -$382K | – | 1251 |
|
|
2021
Q1 | $382K | Buy |
+1,695
| New | +$382K | 0.07% | 179 |
|