Amica Retiree Medical Trust’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-502
| Closed | -$126K | – | 328 |
|
|
2019
Q4 | $126K | Hold |
502
| – | – | 0.1% | 244 |
|
|
2019
Q3 | $105K | Buy |
502
+267
| +114% | +$55.8K | 0.08% | 263 |
|
|
2019
Q2 | $53K | Hold |
235
| – | – | 0.04% | 327 |
|
|
2019
Q1 | $52K | Hold |
235
| – | – | 0.05% | 315 |
|
|
2018
Q4 | $45K | Buy |
+235
| New | +$45K | 0.04% | 319 |
|