Berman Capital Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $156K | Buy |
242
+35
| +17% | +$22.6K | 0.02% | 328 |
|
|
2021
Q2 | $115K | Buy |
207
+91
| +78% | +$50.6K | 0.02% | 344 |
|
|
2021
Q1 | $57K | Buy |
116
+5
| +5% | +$2.46K | 0.01% | 438 |
|
|
2020
Q4 | $43K | Hold |
111
| – | – | 0.01% | 452 |
|
|
2020
Q3 | $26K | Buy |
111
+6
| +6% | +$1.41K | 0.01% | 514 |
|
|
2020
Q2 | $22K | Buy |
105
+49
| +88% | +$10.3K | 0.01% | 525 |
|
|
2020
Q1 | $7K | Buy |
56
+34
| +155% | +$4.25K | ﹤0.01% | 819 |
|
|
2019
Q4 | $5K | Buy |
22
+4
| +22% | +$909 | ﹤0.01% | 1007 |
|
|
2019
Q3 | $3K | Buy |
18
+6
| +50% | +$1K | ﹤0.01% | 1133 |
|
|
2019
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 1281 |
|
|
2019
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 1161 |
|
|
2018
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1107 |
|