Alpha Cubed Investments’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,090
| Closed | -$251K | – | 316 |
|
|
2022
Q4 | $251K | Hold |
1,090
| – | – | 0.02% | 233 |
|
|
2022
Q3 | $366K | Buy |
1,090
+40
| +4% | +$13.4K | 0.03% | 172 |
|
|
2022
Q2 | $415K | Buy |
1,050
+50
| +5% | +$19.8K | 0.03% | 186 |
|
|
2022
Q1 | $559K | Sell |
1,000
-14
| -1% | -$7.83K | 0.04% | 181 |
|
|
2021
Q4 | $688K | Hold |
1,014
| – | – | 0.05% | 144 |
|
|
2021
Q3 | $656K | Hold |
1,014
| – | – | 0.05% | 140 |
|
|
2021
Q2 | $564K | Hold |
1,014
| – | – | 0.04% | 152 |
|
|
2021
Q1 | $501K | Hold |
1,014
| – | – | 0.04% | 157 |
|
|
2020
Q4 | $393K | Hold |
1,014
| – | – | 0.03% | 173 |
|
|
2020
Q3 | $244K | Hold |
1,014
| – | – | 0.02% | 189 |
|
|
2020
Q2 | $219K | Buy |
+1,014
| New | +$219K | 0.02% | 195 |
|
|
2020
Q1 | – | Sell |
-1,014
| Closed | -$255K | – | 269 |
|
|
2019
Q4 | $255K | Hold |
1,014
| – | – | 0.03% | 216 |
|
|
2019
Q3 | $212K | Hold |
1,014
| – | – | 0.02% | 230 |
|
|
2019
Q2 | $228K | Hold |
1,014
| – | – | 0.03% | 219 |
|
|
2019
Q1 | $225K | Buy |
+1,014
| New | +$225K | 0.03% | 212 |
|
|
2018
Q4 | – | Sell |
-1,014
| Closed | -$286K | – | 326 |
|
|
2018
Q3 | $286K | Hold |
1,014
| – | – | 0.03% | 241 |
|
|
2018
Q2 | $293K | Sell |
1,014
-4
| -0.4% | -$1.16K | 0.04% | 167 |
|
|
2018
Q1 | $244K | Sell |
1,018
-10
| -1% | -$2.4K | 0.03% | 196 |
|
|
2017
Q4 | $240K | Buy |
+1,028
| New | +$240K | 0.03% | 208 |
|
|
2014
Q1 | – | Sell |
-2,920
| Closed | -$306K | – | 223 |
|
|
2013
Q4 | $306K | Buy |
+2,920
| New | +$306K | 0.11% | 176 |
|