Westover Capital Advisors’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,190
| Closed | -$458K | – | 132 |
|
|
2017
Q2 | $458K | Sell |
3,190
-506
| -14% | -$72.6K | 0.3% | 71 |
|
|
2017
Q1 | $548K | Sell |
3,696
-3
| -0.1% | -$445 | 0.37% | 67 |
|
|
2016
Q4 | $556K | Buy |
+3,699
| New | +$556K | 0.4% | 63 |
|
|
2016
Q2 | – | Sell |
-12,215
| Closed | -$1.66M | – | 95 |
|
|
2016
Q1 | $1.66M | Sell |
12,215
-69
| -0.6% | -$9.39K | 1.4% | 28 |
|
|
2015
Q4 | $1.88M | Buy |
12,284
+165
| +1% | +$25.3K | 1.57% | 24 |
|
|
2015
Q3 | $1.67M | Buy |
+12,119
| New | +$1.67M | 1.44% | 30 |
|