Wealthspire Advisors (Maryland)’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-828
| Closed | -$106K | – | 2556 |
|
|
2019
Q1 | $106K | Sell |
828
-71
| -8% | -$9.09K | 0.01% | 624 |
|
|
2018
Q4 | $92K | Sell |
899
-15
| -2% | -$1.54K | 0.01% | 636 |
|
|
2018
Q3 | $105K | Hold |
914
| – | – | 0.01% | 669 |
|
|
2018
Q2 | $117K | Sell |
914
-19
| -2% | -$2.43K | 0.01% | 643 |
|
|
2018
Q1 | $132K | Sell |
933
-105
| -10% | -$14.9K | 0.01% | 604 |
|
|
2017
Q4 | $142K | Sell |
1,038
-338
| -25% | -$46.2K | 0.01% | 593 |
|
|
2017
Q3 | $176K | Sell |
1,376
-30
| -2% | -$3.84K | 0.02% | 514 |
|
|
2017
Q2 | $202K | Buy |
1,406
+21
| +2% | +$3.02K | 0.02% | 449 |
|
|
2017
Q1 | $206K | Sell |
1,385
-17
| -1% | -$2.53K | 0.03% | 383 |
|
|
2016
Q4 | $211K | Sell |
1,402
-46
| -3% | -$6.92K | 0.03% | 354 |
|
|
2016
Q3 | $172K | Sell |
1,448
-98
| -6% | -$11.6K | 0.03% | 422 |
|
|
2016
Q2 | $193K | Sell |
1,546
-88
| -5% | -$11K | 0.03% | 373 |
|
|
2016
Q1 | $222K | Buy |
1,634
+81
| +5% | +$11K | 0.04% | 335 |
|
|
2015
Q4 | $238K | Buy |
+1,553
| New | +$238K | 0.04% | 318 |
|