Benjamin F. Edwards & Company’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-331
| Closed | -$76K | – | 1947 |
|
|
2022
Q4 | $76K | Buy |
331
+4
| +1% | +$918 | ﹤0.01% | 968 |
|
|
2022
Q3 | $110K | Sell |
327
-75
| -19% | -$25.2K | 0.01% | 833 |
|
|
2022
Q2 | $159K | Buy |
402
+53
| +15% | +$21K | 0.01% | 728 |
|
|
2022
Q1 | $195K | Buy |
349
+21
| +6% | +$11.7K | 0.01% | 694 |
|
|
2021
Q4 | $222K | Sell |
328
-32
| -9% | -$21.7K | 0.01% | 653 |
|
|
2021
Q3 | $233K | Hold |
360
| – | – | 0.01% | 623 |
|
|
2021
Q2 | $200K | Sell |
360
-5,173
| -93% | -$2.87M | 0.01% | 647 |
|
|
2021
Q1 | $2.73M | Buy |
5,533
+5,433
| +5,433% | +$2.68M | 0.15% | 164 |
|
|
2020
Q4 | $39K | Buy |
100
+32
| +47% | +$12.5K | ﹤0.01% | 1029 |
|
|
2020
Q3 | $16K | Hold |
68
| – | – | ﹤0.01% | 1172 |
|
|
2020
Q2 | $15K | Sell |
68
-115
| -63% | -$25.4K | ﹤0.01% | 1198 |
|
|
2020
Q1 | $28K | Sell |
183
-118
| -39% | -$18.1K | ﹤0.01% | 982 |
|
|
2019
Q4 | $76K | Hold |
301
| – | – | 0.01% | 859 |
|
|
2019
Q3 | $63K | Sell |
301
-81
| -21% | -$17K | ﹤0.01% | 863 |
|
|
2019
Q2 | $86K | Sell |
382
-189
| -33% | -$42.6K | 0.01% | 748 |
|
|
2019
Q1 | $127K | Buy |
571
+555
| +3,469% | +$123K | 0.01% | 610 |
|
|
2018
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 1571 |
|
|
2018
Q3 | $5K | Hold |
16
| – | – | ﹤0.01% | 1424 |
|
|
2018
Q2 | $5K | Hold |
16
| – | – | ﹤0.01% | 1431 |
|
|
2018
Q1 | $4K | Buy |
+16
| New | +$4K | ﹤0.01% | 1456 |
|
|
2016
Q1 | – | Sell |
-2
| Closed | – | – | 1263 |
|
|
2015
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1307 |
|