BS
SIVB
Boenning & Scattergood’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.43M | Buy |
4,347
+15
| +0.3% | +$8.39K | 0.39% | 65 |
|
|
2022
Q3 | $1.46M | Sell |
4,332
-15
| -0.3% | -$5.04K | 0.3% | 86 |
|
|
2022
Q2 | $1.72M | Hold |
4,347
| – | – | 0.32% | 78 |
|
|
2022
Q1 | $2.43M | Buy |
4,347
+45
| +1% | +$25.2K | 0.39% | 65 |
|
|
2021
Q4 | $2.92M | Sell |
4,302
-45
| -1% | -$30.5K | 0.47% | 52 |
|
|
2021
Q3 | $2.81M | Sell |
4,347
-1,516
| -26% | -$980K | 0.49% | 51 |
|
|
2021
Q2 | $3.26M | Hold |
5,863
| – | – | 0.57% | 43 |
|
|
2021
Q1 | $2.89M | Hold |
5,863
| – | – | 0.55% | 47 |
|
|
2020
Q4 | $2.27M | Sell |
5,863
-100
| -2% | -$38.8K | 0.48% | 55 |
|
|
2020
Q3 | $1.44M | Hold |
5,963
| – | – | 0.34% | 75 |
|
|
2020
Q2 | $1.29M | Hold |
5,963
| – | – | 0.34% | 77 |
|
|
2020
Q1 | $901K | Buy |
5,963
+157
| +3% | +$23.7K | 0.31% | 84 |
|
|
2019
Q4 | $1.46M | Sell |
5,806
-200
| -3% | -$50.2K | 0.38% | 67 |
|
|
2019
Q3 | $1.26M | Sell |
6,006
-4
| -0.1% | -$836 | 0.36% | 76 |
|
|
2019
Q2 | $1.35M | Hold |
6,010
| – | – | 0.39% | 72 |
|
|
2019
Q1 | $1.34M | Hold |
6,010
| – | – | 0.4% | 70 |
|
|
2018
Q4 | $1.14M | Buy |
6,010
+3,200
| +114% | +$608K | 0.4% | 72 |
|
|
2018
Q3 | $873K | Hold |
2,810
| – | – | 0.28% | 104 |
|
|
2018
Q2 | $811K | Buy |
+2,810
| New | +$811K | 0.27% | 113 |
|