Wills Financial Group’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,490
| Closed | -$479K | – | 69 |
|
|
2017
Q4 | $479K | Sell |
3,490
-410
| -11% | -$56.3K | 0.33% | 53 |
|
|
2017
Q3 | $499K | Sell |
3,900
-6,556
| -63% | -$839K | 0.37% | 49 |
|
|
2017
Q2 | $1.5M | Sell |
10,456
-1,910
| -15% | -$274K | 1.11% | 37 |
|
|
2017
Q1 | $1.84M | Sell |
12,366
-375
| -3% | -$55.6K | 1.4% | 29 |
|
|
2016
Q4 | $1.91M | Buy |
12,741
+85
| +0.7% | +$12.8K | 1.56% | 28 |
|
|
2016
Q3 | $1.5M | Hold |
12,656
| – | – | 1.31% | 28 |
|
|
2016
Q2 | $1.58M | Buy |
12,656
+755
| +6% | +$94.3K | 1.32% | 28 |
|
|
2016
Q1 | $1.62M | Buy |
11,901
+425
| +4% | +$57.8K | 1.4% | 28 |
|
|
2015
Q4 | $1.76M | Buy |
11,476
+15
| +0.1% | +$2.3K | 1.55% | 26 |
|
|
2015
Q3 | $1.58M | Buy |
+11,461
| New | +$1.58M | 1.45% | 25 |
|