Cerity Partners’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 |
-4,247
| Closed | -$977K | – | 1907 |
|
|
2022
Q4 | $977K | Buy |
4,247
+2,192
| +107% | +$504K | 0.01% | 699 |
|
|
2022
Q3 | $690K | Buy |
2,055
+936
| +84% | +$314K | 0.01% | 601 |
|
|
2022
Q2 | $442K | Buy |
1,119
+546
| +95% | +$216K | ﹤0.01% | 779 |
|
|
2022
Q1 | $322K | Sell |
573
-16
| -3% | -$8.99K | 0.01% | 706 |
|
|
2021
Q4 | $399K | Buy |
+589
| New | +$399K | 0.01% | 671 |
|
|
2018
Q3 | – | Sell |
-733
| Closed | -$212K | – | 579 |
|
|
2018
Q2 | $212K | Buy |
+733
| New | +$212K | 0.02% | 502 |
|