BA
SIVB
Bellwether Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-19
| Closed | -$12K | – | 653 |
|
|
2021
Q4 | $12K | Buy |
+19
| New | +$12K | ﹤0.01% | 321 |
|
|
2021
Q2 | – | Sell |
-5,906
| Closed | -$2.92M | – | 502 |
|
|
2021
Q1 | $2.92M | Buy |
5,906
+3,178
| +116% | +$1.57M | 1.15% | 24 |
|
|
2020
Q4 | $1.06M | Buy |
+2,728
| New | +$1.06M | 0.47% | 43 |
|