AA
SIVB
Aufman Associates’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-300
| Closed | -$203K | – | 55 |
|
|
2021
Q4 | $203K | Buy |
+300
| New | +$203K | 0.15% | 54 |
|
|
2021
Q1 | – | Sell |
-600
| Closed | -$233K | – | 48 |
|
|
2020
Q4 | $233K | Buy |
+600
| New | +$233K | 0.21% | 37 |
|
|
2020
Q1 | – | Sell |
-900
| Closed | -$226K | – | 47 |
|
|
2019
Q4 | $226K | Buy |
+900
| New | +$226K | 0.23% | 38 |
|