Carmel Capital Management’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,185
| Closed | -$4.19M | – | 35 |
|
|
2022
Q4 | $4.19M | Buy |
18,185
+100
| +0.6% | +$23K | 2.58% | 18 |
|
|
2022
Q3 | $6.07M | Buy |
18,085
+225
| +1% | +$75.6K | 3.97% | 10 |
|
|
2022
Q2 | $7.06M | Buy |
17,860
+730
| +4% | +$288K | 4.37% | 7 |
|
|
2022
Q1 | $9.58M | Buy |
17,130
+575
| +3% | +$322K | 4.99% | 7 |
|
|
2021
Q4 | $11.2M | Buy |
+16,555
| New | +$11.2M | 5.51% | 6 |
|