Belpointe Asset Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-298
| Closed | -$68.6K | – | 3936 |
|
|
2022
Q4 | $68.6K | Buy |
+298
| New | +$68.6K | ﹤0.01% | 1450 |
|
|
2022
Q1 | – | Sell |
-206
| Closed | -$140K | – | 1340 |
|
|
2021
Q4 | $140K | Sell |
206
-92
| -31% | -$62.5K | 0.01% | 1048 |
|
|
2021
Q3 | $194K | Buy |
+298
| New | +$194K | 0.01% | 872 |
|
|
2021
Q2 | – | Sell |
-2,309
| Closed | -$1.14M | – | 1196 |
|
|
2021
Q1 | $1.14M | Buy |
+2,309
| New | +$1.14M | 0.1% | 226 |
|
|
2018
Q3 | – | Sell |
-1,558
| Closed | -$450K | – | 668 |
|
|
2018
Q2 | $450K | Buy |
+1,558
| New | +$450K | 0.13% | 185 |
|