Berman Capital Advisors’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $156K | Buy |
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|
2021
Q2 | $115K | Buy |
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|
2021
Q1 | $57K | Buy |
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|
2020
Q4 | $43K | Hold |
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|
2020
Q3 | $26K | Buy |
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|
2020
Q2 | $22K | Buy |
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|
2020
Q1 | $7K | Buy |
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|
2019
Q4 | $5K | Buy |
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|
2019
Q3 | $3K | Buy |
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|
2019
Q2 | $2K | Hold |
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|
2019
Q1 | $2K | Hold |
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|
2018
Q4 | $1K | Buy |
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