Beacon Pointe Advisors’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,958
| Closed | -$451K | – | 1205 |
|
|
2022
Q4 | $451K | Sell |
1,958
-234
| -11% | -$53.9K | 0.01% | 727 |
|
|
2022
Q3 | $737K | Sell |
2,192
-133
| -6% | -$44.7K | 0.02% | 539 |
|
|
2022
Q2 | $919K | Buy |
2,325
+1,340
| +136% | +$530K | 0.02% | 488 |
|
|
2022
Q1 | $551K | Buy |
985
+88
| +10% | +$49.2K | 0.01% | 782 |
|
|
2021
Q4 | $608K | Sell |
897
-50
| -5% | -$33.9K | 0.02% | 502 |
|
|
2021
Q3 | $613K | Buy |
+947
| New | +$613K | 0.02% | 499 |
|