Brinker Capital Investments’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,882
| Closed | -$1.81M | – | 1688 |
|
|
2022
Q4 | $1.81M | Sell |
7,882
-265
| -3% | -$61K | 0.04% | 512 |
|
|
2022
Q3 | $2.74M | Sell |
8,147
-228
| -3% | -$76.6K | 0.06% | 338 |
|
|
2022
Q2 | $3.31M | Buy |
8,375
+1,034
| +14% | +$408K | 0.06% | 299 |
|
|
2022
Q1 | $4.11M | Buy |
7,341
+500
| +7% | +$280K | 0.06% | 287 |
|
|
2021
Q4 | $4.64M | Sell |
6,841
-516
| -7% | -$350K | 0.07% | 294 |
|
|
2021
Q3 | $4.09M | Hold |
7,357
| – | – | 0.06% | 317 |
|
|
2021
Q2 | $4.09M | Buy |
7,357
+587
| +9% | +$327K | 0.05% | 363 |
|
|
2021
Q1 | $3.34M | Sell |
6,770
-5,400
| -44% | -$2.67M | 0.05% | 356 |
|
|
2020
Q4 | $4.72M | Buy |
+12,170
| New | +$4.72M | 0.07% | 326 |
|