BP
SIVB
Ballentine Partners’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,461
| Closed | -$336K | – | 597 |
|
|
2022
Q4 | $336K | Sell |
1,461
-4
| -0.3% | -$921 | 0.01% | 356 |
|
|
2022
Q3 | $492K | Buy |
1,465
+139
| +10% | +$46.7K | 0.02% | 246 |
|
|
2022
Q2 | $524K | Sell |
1,326
-30
| -2% | -$11.9K | 0.02% | 236 |
|
|
2022
Q1 | $758K | Sell |
1,356
-66
| -5% | -$36.9K | 0.02% | 205 |
|
|
2021
Q4 | $965K | Sell |
1,422
-84
| -6% | -$57K | 0.03% | 182 |
|
|
2021
Q3 | $974K | Sell |
1,506
-33
| -2% | -$21.3K | 0.03% | 161 |
|
|
2021
Q2 | $857K | Sell |
1,539
-46
| -3% | -$25.6K | 0.03% | 167 |
|
|
2021
Q1 | $782K | Buy |
1,585
+130
| +9% | +$64.1K | 0.03% | 170 |
|
|
2020
Q4 | $564K | Sell |
1,455
-78
| -5% | -$30.2K | 0.02% | 203 |
|
|
2020
Q3 | $369K | Sell |
1,533
-1,616
| -51% | -$389K | 0.02% | 251 |
|
|
2020
Q2 | $679K | Buy |
+3,149
| New | +$679K | 0.03% | 178 |
|