Bell Investment Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-31
| Closed | -$7.13K | – | 2023 |
|
|
2022
Q4 | $7.13K | Buy |
31
+15
| +94% | +$3.45K | ﹤0.01% | 634 |
|
|
2022
Q3 | $5K | Sell |
16
-7
| -30% | -$2.19K | ﹤0.01% | 740 |
|
|
2022
Q2 | $9K | Buy |
+23
| New | +$9K | ﹤0.01% | 479 |
|
|
2021
Q4 | $17K | Buy |
25
+2
| +9% | +$1.36K | ﹤0.01% | 357 |
|
|
2021
Q3 | $15K | Buy |
+23
| New | +$15K | ﹤0.01% | 362 |
|