Bellevue Asset Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13
| Closed | -$5K | – | 505 |
|
|
2022
Q3 | $5K | Hold |
13
| – | – | ﹤0.01% | 318 |
|
|
2022
Q2 | $5K | Hold |
13
| – | – | ﹤0.01% | 330 |
|
|
2022
Q1 | $7K | Buy |
13
+7
| +117% | +$3.77K | ﹤0.01% | 334 |
|
|
2021
Q4 | $4K | Hold |
6
| – | – | ﹤0.01% | 426 |
|
|
2021
Q3 | $4K | Buy |
+6
| New | +$4K | ﹤0.01% | 439 |
|