CTA
SIVB
Chesley Taft & Associates’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,099
| Closed | -$253K | – | 294 |
|
|
2022
Q4 | $253K | Sell |
1,099
-1,595
| -59% | -$367K | 0.02% | 271 |
|
|
2022
Q3 | $905K | Buy |
2,694
+49
| +2% | +$16.5K | 0.07% | 169 |
|
|
2022
Q2 | $1.05M | Sell |
2,645
-123
| -4% | -$48.6K | 0.07% | 164 |
|
|
2022
Q1 | $1.4M | Buy |
2,768
+303
| +12% | +$154K | 0.08% | 156 |
|
|
2021
Q4 | $1.67M | Buy |
2,465
+412
| +20% | +$279K | 0.09% | 154 |
|
|
2021
Q3 | $1.33M | Buy |
2,053
+1,018
| +98% | +$659K | 0.08% | 168 |
|
|
2021
Q2 | $576K | Buy |
1,035
+295
| +40% | +$164K | 0.03% | 220 |
|
|
2021
Q1 | $363K | Sell |
740
-40
| -5% | -$19.6K | 0.02% | 250 |
|
|
2020
Q4 | $303K | Buy |
+780
| New | +$303K | 0.02% | 254 |
|