AP
SIVB
Appleton Partners’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,751
| Closed | -$1.32M | – | 310 |
|
|
2022
Q4 | $1.32M | Sell |
5,751
-11,346
| -66% | -$2.61M | 0.13% | 133 |
|
|
2022
Q3 | $5.74M | Sell |
17,097
-3,038
| -15% | -$1.02M | 0.57% | 49 |
|
|
2022
Q2 | $7.95M | Buy |
20,135
+195
| +1% | +$77K | 0.75% | 35 |
|
|
2022
Q1 | $11.2M | Buy |
19,940
+212
| +1% | +$119K | 0.91% | 26 |
|
|
2021
Q4 | $13.4M | Buy |
19,728
+74
| +0.4% | +$50.2K | 1.01% | 24 |
|
|
2021
Q3 | $12.7M | Sell |
19,654
-262
| -1% | -$169K | 1.06% | 24 |
|
|
2021
Q2 | $11.1M | Sell |
19,916
-385
| -2% | -$214K | 0.94% | 28 |
|
|
2021
Q1 | $10M | Buy |
20,301
+81
| +0.4% | +$40K | 0.93% | 31 |
|
|
2020
Q4 | $7.84M | Buy |
20,220
+280
| +1% | +$109K | 0.77% | 35 |
|
|
2020
Q3 | $4.8M | Sell |
19,940
-91
| -0.5% | -$21.9K | 0.53% | 47 |
|
|
2020
Q2 | $4.32M | Sell |
20,031
-6,381
| -24% | -$1.38M | 0.52% | 52 |
|
|
2020
Q1 | $3.99M | Sell |
26,412
-730
| -3% | -$110K | 0.55% | 47 |
|
|
2019
Q4 | $6.81M | Buy |
27,142
+503
| +2% | +$126K | 0.75% | 36 |
|
|
2019
Q3 | $5.57M | Buy |
26,639
+924
| +4% | +$193K | 0.67% | 39 |
|
|
2019
Q2 | $5.78M | Buy |
25,715
+1,543
| +6% | +$347K | 0.71% | 41 |
|
|
2019
Q1 | $5.38M | Buy |
24,172
+2,530
| +12% | +$563K | 0.71% | 40 |
|
|
2018
Q4 | $4.11M | Sell |
21,642
-1,879
| -8% | -$357K | 0.62% | 49 |
|
|
2018
Q3 | $7.31M | Buy |
23,521
+1,314
| +6% | +$408K | 0.97% | 31 |
|
|
2018
Q2 | $6.41M | Buy |
22,207
+2,333
| +12% | +$674K | 0.92% | 31 |
|
|
2018
Q1 | $4.77M | Buy |
19,874
+18,670
| +1,551% | +$4.48M | 0.72% | 44 |
|
|
2017
Q4 | $281K | Buy |
+1,204
| New | +$281K | 0.04% | 225 |
|