Caldwell Trust’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-45
|
|
||||
|
2022
Q3 | $15.1K | Hold |
45
|
|
||||
|
2022
Q2 | $17.8K | Hold |
45
|
|
||||
|
2022
Q1 | $25.2K | Hold |
45
|
|
||||
|
2021
Q4 | $30.5K | Hold |
45
|
|
||||
|
2021
Q3 | $29.1K | Hold |
45
|
|
||||
|
2021
Q2 | $25K | Hold |
45
|
|
||||
|
2021
Q1 | $22.2K | Hold |
45
|
|
||||
|
2020
Q4 | $17.5K | Hold |
45
|
|
||||
|
2020
Q3 | $10.8K | Hold |
45
|
|
||||
|
2020
Q2 | $9.7K | Hold |
45
|
|
||||
|
2020
Q1 | $6.8K | Hold |
45
|
|
||||
|
2019
Q4 | $11.3K | Buy |
+45
|
|