ACA
SIVB
Atlas Capital Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,374
| Closed | -$769K | – | 1039 |
|
|
2022
Q1 | $769K | Sell |
1,374
-61
| -4% | -$34.1K | 0.12% | 153 |
|
|
2021
Q4 | $973K | Buy |
1,435
+27
| +2% | +$18.3K | 0.15% | 120 |
|
|
2021
Q3 | $911K | Hold |
1,408
| – | – | 0.15% | 120 |
|
|
2021
Q2 | $783K | Hold |
1,408
| – | – | 0.13% | 141 |
|
|
2021
Q1 | $695K | Buy |
+1,408
| New | +$695K | 0.14% | 151 |
|
|
2019
Q3 | – | Sell |
-772
| Closed | -$173K | – | 713 |
|
|
2019
Q2 | $173K | Sell |
772
-42
| -5% | -$9.43K | 0.06% | 315 |
|
|
2019
Q1 | $181K | Sell |
814
-84
| -9% | -$18.7K | 0.07% | 275 |
|
|
2018
Q4 | $171K | Buy |
898
+562
| +167% | +$107K | 0.07% | 279 |
|
|
2018
Q3 | $108K | Buy |
336
+45
| +15% | +$14.5K | 0.04% | 348 |
|
|
2018
Q2 | $89.7K | Buy |
+291
| New | +$89.7K | 0.03% | 354 |
|