Americana Partners’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 | – | Sell |
-508
| Closed | -$200K | – | 261 |
|
|
2022
Q2 | $200K | Hold |
508
| – | – | 0.04% | 233 |
|
|
2022
Q1 | $284K | Hold |
508
| – | – | 0.09% | 186 |
|
|
2021
Q4 | $344K | Hold |
508
| – | – | 0.06% | 193 |
|
|
2021
Q3 | $328K | Hold |
508
| – | – | 0.08% | 176 |
|
|
2021
Q2 | $282K | Buy |
508
+8
| +2% | +$4.44K | 0.14% | 112 |
|
|
2021
Q1 | $246K | Buy |
+500
| New | +$246K | 0.15% | 95 |
|
|
2020
Q1 | – | Sell |
-666
| Closed | -$167K | – | 591 |
|
|
2019
Q4 | $167K | Buy |
+666
| New | +$167K | 0.09% | 107 |
|