Avalon Investment & Advisory’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-24,706
| Closed | -$6.2M | – | 371 |
|
|
2019
Q4 | $6.2M | Buy |
24,706
+320
| +1% | +$80.3K | 0.13% | 137 |
|
|
2019
Q3 | $5.1M | Buy |
+24,386
| New | +$5.1M | 0.11% | 140 |
|
|
2018
Q1 | – | Sell |
-12,044
| Closed | -$2.82M | – | 380 |
|
|
2017
Q4 | $2.82M | Buy |
12,044
+5,462
| +83% | +$1.28M | 0.09% | 171 |
|
|
2017
Q3 | $1.23M | Sell |
6,582
-52
| -0.8% | -$9.73K | 0.04% | 229 |
|
|
2017
Q2 | $1.17M | Buy |
+6,634
| New | +$1.17M | 0.04% | 239 |
|