Capital Advisors Ltd’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-70
| Closed | -$5K | – | 1665 |
|
|
2022
Q4 | $5K | Buy |
70
+67
| +2,233% | +$4.79K | ﹤0.01% | 684 |
|
|
2022
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1197 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | -$1K | – | 1333 |
|
|
2021
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 788 |
|