Arax Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5
| Closed | -$1.15K | – | 1326 |
|
|
2022
Q4 | $1.15K | Buy |
+5
| New | +$1.15K | ﹤0.01% | 1042 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | -$4K | – | 1296 |
|
|
2022
Q2 | $4K | Buy |
10
+9
| +900% | +$3.6K | ﹤0.01% | 869 |
|
|
2022
Q1 | $1K | Sell |
1
-2
| -67% | -$2K | ﹤0.01% | 1148 |
|
|
2021
Q4 | $2K | Buy |
3
+2
| +200% | +$1.33K | ﹤0.01% | 952 |
|
|
2021
Q3 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 984 |
|