YorkBridge Wealth Partners’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-11
| Closed | -$1K | – | 766 |
|
|
2019
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 745 |
|
|
2019
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 744 |
|
|
2018
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 733 |
|
|
2018
Q3 | $1K | Sell |
11
-8
| -42% | -$727 | ﹤0.01% | 746 |
|
|
2018
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 816 |
|
|
2018
Q1 | $3K | Sell |
19
-14
| -42% | -$2.21K | ﹤0.01% | 757 |
|
|
2017
Q4 | $5K | Sell |
33
-706
| -96% | -$107K | ﹤0.01% | 712 |
|
|
2017
Q3 | $95K | Buy |
739
+51
| +7% | +$6.56K | 0.05% | 293 |
|
|
2017
Q2 | $100K | Buy |
688
+41
| +6% | +$5.96K | 0.05% | 272 |
|
|
2017
Q1 | $89K | Buy |
647
+88
| +16% | +$12.1K | 0.05% | 291 |
|
|
2016
Q4 | $84K | Buy |
+559
| New | +$84K | 0.05% | 267 |
|