Bellwether Investment Group’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $242K | Buy |
+1,038
| New | +$242K | 0.97% | 49 |
|
|
2017
Q2 | – | Sell |
-79
| Closed | -$15K | – | 773 |
|
|
2017
Q1 | $15K | Sell |
79
-16
| -17% | -$3.04K | 0.04% | 398 |
|
|
2016
Q4 | $16K | Buy |
+95
| New | +$16K | 0.01% | 522 |
|
|
2016
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 645 |
|