BHIA
SIVB
Birch Hill Investment Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-550
| Closed | -$217K | – | 154 |
|
|
2022
Q2 | $217K | Hold |
550
| – | – | 0.01% | 147 |
|
|
2022
Q1 | $308K | Hold |
550
| – | – | 0.02% | 137 |
|
|
2021
Q4 | $373K | Hold |
550
| – | – | 0.02% | 138 |
|
|
2021
Q3 | $356K | Hold |
550
| – | – | 0.02% | 136 |
|
|
2021
Q2 | $306K | Hold |
550
| – | – | 0.02% | 139 |
|
|
2021
Q1 | $272K | Hold |
550
| – | – | 0.02% | 138 |
|
|
2020
Q4 | $213K | Buy |
+550
| New | +$213K | 0.01% | 146 |
|