CPA
SIVB
Clear Perspective Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-440
| Closed | -$127K | – | 487 |
|
|
2018
Q2 | $127K | Hold |
440
| – | – | 0.09% | 176 |
|
|
2018
Q1 | $106K | Hold |
440
| – | – | 0.08% | 184 |
|
|
2017
Q4 | $103K | Hold |
440
| – | – | 0.08% | 185 |
|
|
2017
Q3 | $82K | Hold |
440
| – | – | 0.07% | 199 |
|
|
2017
Q2 | $77K | Hold |
440
| – | – | 0.06% | 192 |
|
|
2017
Q1 | $82K | Hold |
440
| – | – | 0.05% | 176 |
|
|
2016
Q4 | $76K | Buy |
+440
| New | +$76K | 0.05% | 178 |
|