American Portfolios Advisors’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $80.9K | Sell |
241
-5
| -2% | -$1.68K | ﹤0.01% | 1469 |
|
|
2022
Q2 | $97.2K | Sell |
246
-11
| -4% | -$4.35K | ﹤0.01% | 1412 |
|
|
2022
Q1 | $144K | Sell |
257
-66
| -20% | -$36.9K | ﹤0.01% | 1333 |
|
|
2021
Q4 | $219K | Buy |
323
+23
| +8% | +$15.6K | 0.01% | 1116 |
|
|
2021
Q3 | $194K | Buy |
300
+6
| +2% | +$3.88K | 0.01% | 1124 |
|
|
2021
Q2 | $164K | Sell |
294
-34
| -10% | -$18.9K | 0.01% | 1205 |
|
|
2021
Q1 | $162K | Buy |
328
+77
| +31% | +$38K | 0.01% | 1117 |
|
|
2020
Q4 | $97.3K | Buy |
251
+11
| +5% | +$4.27K | 0.01% | 1168 |
|
|
2020
Q3 | $57.7K | Hold |
240
| – | – | ﹤0.01% | 1271 |
|
|
2020
Q2 | $51.7K | Sell |
240
-37
| -13% | -$7.98K | ﹤0.01% | 1280 |
|
|
2020
Q1 | $41.8K | Hold |
277
| – | – | ﹤0.01% | 1238 |
|
|
2019
Q4 | $69.5K | Hold |
277
| – | – | ﹤0.01% | 1222 |
|
|
2019
Q3 | $57.9K | Sell |
277
-201
| -42% | -$42K | ﹤0.01% | 1219 |
|
|
2019
Q2 | $107K | Buy |
478
+1
| +0.2% | +$225 | 0.01% | 957 |
|
|
2019
Q1 | $106K | Sell |
477
-17
| -3% | -$3.78K | 0.01% | 867 |
|
|
2018
Q4 | $93.8K | Buy |
494
+41
| +9% | +$7.79K | 0.01% | 749 |
|
|
2018
Q3 | $141K | Buy |
453
+7
| +2% | +$2.18K | 0.02% | 702 |
|
|
2018
Q2 | $129K | Sell |
446
-13
| -3% | -$3.75K | 0.02% | 715 |
|
|
2018
Q1 | $110K | Buy |
459
+194
| +73% | +$46.6K | 0.02% | 716 |
|
|
2017
Q4 | $61.9K | Buy |
+265
| New | +$61.9K | 0.01% | 908 |
|