Blue Bell Private Wealth Management’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7
| Closed | – | – | 207 |
|
|
2019
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 208 |
|
|
2019
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 210 |
|
|
2019
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 215 |
|
|
2018
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 235 |
|
|
2018
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 244 |
|
|
2018
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 242 |
|
|
2018
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 246 |
|
|
2017
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 249 |
|
|
2017
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 261 |
|
|
2017
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 261 |
|
|
2017
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 263 |
|
|
2016
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 265 |
|
|
2016
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 427 |
|
|
2016
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 431 |
|
|
2016
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 449 |
|
|
2015
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 454 |
|
|
2015
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 447 |
|
|
2015
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 439 |
|
|
2015
Q1 | $0 | Sell |
7
-1,500
| -100% | -$23.3K | ﹤0.01% | 434 |
|
|
2014
Q4 | $28K | Sell |
1,507
-43,681
| -97% | -$956K | 0.02% | 283 |
|
|
2014
Q3 | $1.08M | Sell |
45,188
-2,600
| -5% | -$57.9K | 0.65% | 25 |
|
|
2014
Q2 | $1.01M | Sell |
47,788
-12,264
| -20% | -$255K | 0.61% | 27 |
|
|
2014
Q1 | $1.28M | Buy |
60,052
+3,200
| +6% | +$74.9K | 0.87% | 21 |
|
|
2013
Q4 | $1.32M | Sell |
56,852
-1,206
| -2% | -$28.1K | 1.01% | 21 |
|
|
2013
Q3 | $1.42M | Sell |
58,058
-400
| -0.7% | -$8.89K | 1.42% | 18 |
|
|
2013
Q2 | $1.16M | Buy |
+58,458
| New | +$1.12M | 1.03% | 21 |
|
Other funds holding SVVC
BCA
GWM
YCM
TJHA
AA
LTFS
SG
IAA