CMBA
SIVB
C.M. Bidwell & Associates’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-387
| Closed | -$153K | – | 565 |
|
|
2022
Q2 | $153K | Sell |
387
-5
| -1% | -$1.98K | 0.12% | 164 |
|
|
2022
Q1 | $219K | Hold |
392
| – | – | 0.14% | 140 |
|
|
2021
Q4 | $266K | Sell |
392
-88
| -18% | -$59.7K | 0.16% | 115 |
|
|
2021
Q3 | $311K | Sell |
480
-296
| -38% | -$192K | 0.21% | 84 |
|
|
2021
Q2 | $432K | Buy |
776
+174
| +29% | +$96.9K | 0.28% | 56 |
|
|
2021
Q1 | $297K | Sell |
602
-12
| -2% | -$5.92K | 0.22% | 71 |
|
|
2020
Q4 | $238K | Sell |
614
-261
| -30% | -$101K | 0.2% | 80 |
|
|
2020
Q3 | $211K | Sell |
875
-423
| -33% | -$102K | 0.19% | 104 |
|
|
2020
Q2 | $280K | Buy |
+1,298
| New | +$280K | 0.26% | 86 |
|
|
2018
Q4 | – | Sell |
-3,145
| Closed | -$978K | – | 493 |
|
|
2018
Q3 | $978K | Sell |
3,145
-305
| -9% | -$94.8K | 0.93% | 22 |
|
|
2018
Q2 | $996K | Buy |
3,450
+2,095
| +155% | +$605K | 0.92% | 25 |
|
|
2018
Q1 | $325K | Buy |
1,355
+310
| +30% | +$74.4K | 0.3% | 91 |
|
|
2017
Q4 | $244K | Buy |
+1,045
| New | +$244K | 0.21% | 131 |
|
|
2015
Q3 | – | Sell |
-28,195
| Closed | -$4.06M | – | 308 |
|
|
2015
Q2 | $4.06M | Buy |
+28,195
| New | +$4.06M | 0.91% | 49 |
|
|
2014
Q2 | – | Sell |
-24,515
| Closed | -$3.16M | – | 326 |
|
|
2014
Q1 | $3.16M | Buy |
+24,515
| New | +$3.16M | 0.76% | 72 |
|