Avantax Advisory Services’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-883
| Closed | -$296K | – | 1476 |
|
|
2022
Q3 | $296K | Sell |
883
-3
| -0.3% | -$1.01K | ﹤0.01% | 1020 |
|
|
2022
Q2 | $350K | Sell |
886
-475
| -35% | -$188K | 0.01% | 942 |
|
|
2022
Q1 | $765K | Sell |
1,361
-195
| -13% | -$110K | 0.01% | 633 |
|
|
2021
Q4 | $1.06M | Buy |
1,556
+117
| +8% | +$79.3K | 0.02% | 526 |
|
|
2021
Q3 | $931K | Buy |
1,439
+377
| +35% | +$244K | 0.02% | 510 |
|
|
2021
Q2 | $594K | Buy |
1,062
+368
| +53% | +$206K | 0.01% | 639 |
|
|
2021
Q1 | $339K | Buy |
694
+12
| +2% | +$5.86K | 0.01% | 760 |
|
|
2020
Q4 | $266K | Buy |
+682
| New | +$266K | 0.01% | 778 |
|