BIAS
SIVB
Beacon Investment Advisory Services’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-975
| Closed | -$224K | – | 296 |
|
|
2022
Q4 | $224K | Buy |
975
+32
| +3% | +$7.36K | 0.01% | 258 |
|
|
2022
Q3 | $317K | Sell |
943
-3
| -0.3% | -$1.01K | 0.02% | 226 |
|
|
2022
Q2 | $374K | Buy |
946
+3
| +0.3% | +$1.19K | 0.02% | 216 |
|
|
2022
Q1 | $527K | Hold |
943
| – | – | 0.02% | 202 |
|
|
2021
Q4 | $640K | Buy |
943
+31
| +3% | +$21K | 0.02% | 196 |
|
|
2021
Q3 | $590K | Sell |
912
-45
| -5% | -$29.1K | 0.02% | 196 |
|
|
2021
Q2 | $533K | Sell |
957
-29
| -3% | -$16.2K | 0.02% | 203 |
|
|
2021
Q1 | $487K | Buy |
986
+108
| +12% | +$53.3K | 0.02% | 206 |
|
|
2020
Q4 | $341K | Hold |
878
| – | – | 0.02% | 217 |
|
|
2020
Q3 | $211K | Buy |
+878
| New | +$211K | 0.01% | 237 |
|
|
2020
Q1 | – | Sell |
-878
| Closed | -$220K | – | 261 |
|
|
2019
Q4 | $220K | Buy |
+878
| New | +$220K | 0.01% | 238 |
|
|
2018
Q4 | – | Sell |
-878
| Closed | -$273K | – | 270 |
|
|
2018
Q3 | $273K | Sell |
878
-89
| -9% | -$27.7K | 0.03% | 226 |
|
|
2018
Q2 | $279K | Hold |
967
| – | – | 0.03% | 219 |
|
|
2018
Q1 | $232K | Sell |
967
-133
| -12% | -$31.9K | 0.02% | 236 |
|
|
2017
Q4 | $257K | Sell |
1,100
-390
| -26% | -$91.1K | 0.03% | 213 |
|
|
2017
Q3 | $279K | Buy |
+1,490
| New | +$279K | 0.02% | 233 |
|