CWM
SIVB
Calamos Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,181
| Closed | -$223K | – | 267 |
|
|
2016
Q1 | $223K | Buy |
+2,181
| New | +$223K | 0.04% | 214 |
|
|
2015
Q3 | – | Sell |
-10,339
| Closed | -$1.49M | – | 274 |
|
|
2015
Q2 | $1.49M | Sell |
10,339
-699
| -6% | -$101K | 0.35% | 108 |
|
|
2015
Q1 | $1.4M | Sell |
11,038
-5,351
| -33% | -$680K | 0.35% | 108 |
|
|
2014
Q4 | $1.9M | Buy |
16,389
+7,059
| +76% | +$819K | 0.55% | 64 |
|
|
2014
Q3 | $1.05M | Buy |
9,330
+10
| +0.1% | +$1.12K | 0.3% | 116 |
|
|
2014
Q2 | $1.09M | Buy |
9,320
+1,335
| +17% | +$156K | 0.31% | 115 |
|
|
2014
Q1 | $1.03M | Buy |
7,985
+709
| +10% | +$91.3K | 0.3% | 121 |
|
|
2013
Q4 | $763K | Buy |
+7,276
| New | +$763K | 0.23% | 142 |
|