Capstone Asset Management’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $907K | Buy |
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|
2017
Q1 | $888K | Buy |
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|
2016
Q4 | $759K | Sell |
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|
2016
Q3 | $557K | Sell |
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|
2016
Q2 | $482K | Buy |
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|
2016
Q1 | $452K | Buy |
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|
2015
Q4 | $523K | Sell |
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|
2015
Q3 | $514K | Buy |
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|
2015
Q2 | $514K | Sell |
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|
2015
Q1 | $477K | Buy |
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|
2014
Q4 | $387K | Sell |
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|
2014
Q3 | $582K | Buy |
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|
2014
Q2 | $588K | Buy |
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|
2014
Q1 | $641K | Sell |
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|
2013
Q4 | $622K | Sell |
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|
2013
Q3 | $692K | Buy |
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|
2013
Q2 | $594K | Buy |
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