Advisor Group’s SVB Financial Group SIVB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $597K | Buy |
2,382
+82
| +4% | +$20.6K | ﹤0.01% | 1542 |
|
2019
Q3 | $482K | Sell |
2,300
-64
| -3% | -$13.4K | ﹤0.01% | 1643 |
|
2019
Q2 | $530K | Sell |
2,364
-82
| -3% | -$18.4K | ﹤0.01% | 1570 |
|
2019
Q1 | $543K | Buy |
2,446
+929
| +61% | +$206K | ﹤0.01% | 1529 |
|
2018
Q4 | $290K | Sell |
1,517
-883
| -37% | -$169K | ﹤0.01% | 1805 |
|
2018
Q3 | $745K | Buy |
2,400
+831
| +53% | +$258K | 0.01% | 1189 |
|
2018
Q2 | $453K | Sell |
1,569
-2,177
| -58% | -$629K | 0.01% | 1380 |
|
2018
Q1 | $898K | Buy |
3,746
+1,837
| +96% | +$440K | 0.01% | 937 |
|
2017
Q4 | $447K | Buy |
1,909
+243
| +15% | +$56.9K | 0.01% | 1404 |
|
2017
Q3 | $312K | Sell |
1,666
-1,384
| -45% | -$259K | ﹤0.01% | 1510 |
|
2017
Q2 | $536K | Buy |
3,050
+469
| +18% | +$82.4K | 0.01% | 1111 |
|
2017
Q1 | $481K | Buy |
2,581
+438
| +20% | +$81.6K | 0.01% | 1103 |
|
2016
Q4 | $368K | Buy |
2,143
+270
| +14% | +$46.4K | 0.01% | 1179 |
|
2016
Q3 | $207K | Buy |
1,873
+361
| +24% | +$39.9K | 0.01% | 1500 |
|
2016
Q2 | $141K | Buy |
+1,512
| New | +$141K | ﹤0.01% | 1690 |
|