Avestar Capital’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
Q2 | – | Sell |
-508
| Closed | -$284K | – | 374 |
|
|
2022
Q1 | $284K | Buy |
+508
| New | +$284K | 0.05% | 284 |
|
|
2019
Q3 | – | Sell |
-10
| Closed | – | – | 985 |
|
|
2019
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1029 |
|
|
2019
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1042 |
|
|
2018
Q4 | $0 | Buy |
10
+4
| +67% | – | ﹤0.01% | 1071 |
|
|
2018
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 807 |
|
|
2018
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 854 |
|
|
2018
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 814 |
|