B
SIVB
Bailard’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$230K | – | 815 |
|
|
2022
Q4 | $230K | Sell |
1,000
-214
| -18% | -$49.3K | 0.01% | 610 |
|
|
2022
Q3 | $408K | Buy |
1,214
+134
| +12% | +$45K | 0.02% | 403 |
|
|
2022
Q2 | $427K | Sell |
1,080
-93
| -8% | -$36.8K | 0.02% | 403 |
|
|
2022
Q1 | $656K | Buy |
1,173
+79
| +7% | +$44.2K | 0.02% | 352 |
|
|
2021
Q4 | $742K | Sell |
1,094
-164
| -13% | -$111K | 0.02% | 322 |
|
|
2021
Q3 | $814K | Buy |
1,258
+58
| +5% | +$37.5K | 0.03% | 302 |
|
|
2021
Q2 | $668K | Sell |
1,200
-76
| -6% | -$42.3K | 0.02% | 355 |
|
|
2021
Q1 | $630K | Sell |
1,276
-123
| -9% | -$60.7K | 0.02% | 341 |
|
|
2020
Q4 | $543K | Buy |
1,399
+141
| +11% | +$54.7K | 0.02% | 305 |
|
|
2020
Q3 | $303K | Hold |
1,258
| – | – | 0.02% | 390 |
|
|
2020
Q2 | $271K | Sell |
1,258
-966
| -43% | -$208K | 0.02% | 378 |
|
|
2020
Q1 | $336K | Buy |
2,224
+183
| +9% | +$27.6K | 0.02% | 290 |
|
|
2019
Q4 | $512K | Buy |
2,041
+75
| +4% | +$18.8K | 0.03% | 273 |
|
|
2019
Q3 | $411K | Hold |
1,966
| – | – | 0.02% | 311 |
|
|
2019
Q2 | $442K | Hold |
1,966
| – | – | 0.03% | 315 |
|
|
2019
Q1 | $437K | Sell |
1,966
-29
| -1% | -$6.45K | 0.03% | 327 |
|
|
2018
Q4 | $379K | Hold |
1,995
| – | – | 0.03% | 368 |
|
|
2018
Q3 | $620K | Buy |
1,995
+1,000
| +101% | +$311K | 0.04% | 314 |
|
|
2018
Q2 | $287K | Hold |
995
| – | – | 0.02% | 452 |
|
|
2018
Q1 | $239K | Hold |
995
| – | – | 0.02% | 438 |
|
|
2017
Q4 | $233K | Buy |
+995
| New | +$233K | 0.01% | 404 |
|