Cobiz Wealth’s SVB Capital II Cumulative Trust Preferred Securities SIVBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.4M | Sell |
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|
2017
Q2 | $1.42M | Hold |
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|
2017
Q1 | $1.4M | Hold |
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|
2016
Q4 | $1.38M | Hold |
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|
2016
Q3 | $1.39M | Sell |
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|
2016
Q2 | $1.45M | Hold |
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|
2016
Q1 | $1.4M | Sell |
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|
2015
Q4 | $1.41M | Hold |
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|
2015
Q3 | $1.4M | Sell |
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|
2015
Q2 | $1.44M | Buy |
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|
2015
Q1 | $1.34M | Buy |
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|
2014
Q4 | $1.24M | Sell |
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|
2014
Q3 | $1.25M | Hold |
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|
2014
Q2 | $1.28M | Sell |
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|
2014
Q1 | $1.25M | Sell |
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|
2013
Q4 | $1.29M | Sell |
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|
2013
Q3 | $1.34M | Buy |
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