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 |
|