Woodmont Investment Counsel’s Signature Bank SBNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,142
Closed -$477K 263
2022
Q4
$477K Sell
4,142
-413
-9% -$47.6K 0.05% 177
2022
Q3
$688K Sell
4,555
-1,813
-28% -$274K 0.09% 149
2022
Q2
$1.14M Buy
6,368
+1,858
+41% +$333K 0.14% 118
2022
Q1
$1.32M Buy
4,510
+26
+0.6% +$7.63K 0.15% 111
2021
Q4
$1.45M Sell
4,484
-123
-3% -$39.8K 0.19% 99
2021
Q3
$1.25M Buy
4,607
+184
+4% +$50.1K 0.18% 98
2021
Q2
$1.09M Sell
4,423
-146
-3% -$35.9K 0.17% 104
2021
Q1
$1.03M Buy
+4,569
New +$1.03M 0.18% 101