AGF Investments LLC’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-30
| Closed | -$12K | – | 536 |
|
|
2020
Q4 | $12K | Sell |
30
-38
| -56% | -$15.2K | ﹤0.01% | 460 |
|
|
2020
Q3 | $16K | Buy |
+68
| New | +$16K | ﹤0.01% | 453 |
|
|
2018
Q4 | – | Sell |
-80
| Closed | -$25K | – | 907 |
|
|
2018
Q3 | $25K | Sell |
80
-46
| -37% | -$14.4K | ﹤0.01% | 541 |
|
|
2018
Q2 | $36 | Buy |
+126
| New | +$36 | ﹤0.01% | 519 |
|
|
2018
Q1 | – | Sell |
-88
| Closed | -$21K | – | 873 |
|
|
2017
Q4 | $21K | Buy |
88
+32
| +57% | +$7.64K | ﹤0.01% | 420 |
|
|
2017
Q3 | $11K | Hold |
56
| – | – | ﹤0.01% | 489 |
|
|
2017
Q2 | $10K | Buy |
56
+6
| +12% | +$1.07K | ﹤0.01% | 569 |
|
|
2017
Q1 | $10K | Sell |
50
-8
| -14% | -$1.6K | ﹤0.01% | 592 |
|
|
2016
Q4 | $10K | Buy |
+58
| New | +$10K | ﹤0.01% | 677 |
|