Coastline Trust’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,350
| Closed | -$282K | – | 330 |
|
|
2019
Q3 | $282K | Hold |
1,350
| – | – | 0.04% | 288 |
|
|
2019
Q2 | $303K | Hold |
1,350
| – | – | 0.04% | 284 |
|
|
2019
Q1 | $300K | Hold |
1,350
| – | – | 0.04% | 278 |
|
|
2018
Q4 | $256K | Hold |
1,350
| – | – | 0.04% | 274 |
|
|
2018
Q3 | $420K | Hold |
1,350
| – | – | 0.06% | 266 |
|
|
2018
Q2 | $390K | Hold |
1,350
| – | – | 0.06% | 272 |
|
|
2018
Q1 | $324K | Hold |
1,350
| – | – | 0.05% | 280 |
|
|
2017
Q4 | $316K | Buy |
+1,350
| New | +$316K | 0.05% | 275 |
|