BCM
SIVB
BTR Capital Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $268K | Hold |
797
| – | – | 0.04% | 138 |
|
|
2022
Q2 | $315K | Hold |
797
| – | – | 0.05% | 134 |
|
|
2022
Q1 | $446K | Sell |
797
-105
| -12% | -$58.8K | 0.05% | 126 |
|
|
2021
Q4 | $612K | Sell |
902
-7
| -0.8% | -$4.75K | 0.07% | 112 |
|
|
2021
Q3 | $588K | Sell |
909
-1
| -0.1% | -$647 | 0.07% | 110 |
|
|
2021
Q2 | $506K | Buy |
+910
| New | +$506K | 0.06% | 117 |
|