Creative Planning’s Severn Bancorp Inc/MD SVBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-49,387
| Closed | -$618K | – | 2204 |
|
|
2021
Q3 | $618K | Hold |
49,387
| – | – | ﹤0.01% | 1184 |
|
|
2021
Q2 | $588K | Hold |
49,387
| – | – | ﹤0.01% | 1185 |
|
|
2021
Q1 | $598K | Hold |
49,387
| – | – | ﹤0.01% | 1292 |
|
|
2020
Q4 | $353K | Hold |
49,387
| – | – | ﹤0.01% | 1494 |
|
|
2020
Q3 | $321K | Sell |
49,387
-650
| -1% | -$4.23K | ﹤0.01% | 1364 |
|
|
2020
Q2 | $324K | Hold |
50,037
| – | – | ﹤0.01% | 1245 |
|
|
2020
Q1 | $321K | Sell |
50,037
-2,200
| -4% | -$14.1K | ﹤0.01% | 1144 |
|
|
2019
Q4 | $486K | Hold |
52,237
| – | – | ﹤0.01% | 1119 |
|
|
2019
Q3 | $418K | Hold |
52,237
| – | – | ﹤0.01% | 1168 |
|
|
2019
Q2 | $454K | Sell |
52,237
-500
| -0.9% | -$4.35K | ﹤0.01% | 1131 |
|
|
2019
Q1 | $500K | Buy |
52,737
+500
| +1% | +$4.74K | ﹤0.01% | 1024 |
|
|
2018
Q4 | $417K | Hold |
52,237
| – | – | ﹤0.01% | 1053 |
|
|
2018
Q3 | $512K | Hold |
52,237
| – | – | ﹤0.01% | 1054 |
|
|
2018
Q2 | $452K | Buy |
52,237
+115
| +0.2% | +$995 | ﹤0.01% | 1113 |
|
|
2018
Q1 | $375K | Buy |
52,122
+2,650
| +5% | +$19.1K | ﹤0.01% | 1216 |
|
|
2017
Q4 | $359K | Sell |
49,472
-3,630
| -7% | -$26.3K | ﹤0.01% | 1254 |
|
|
2017
Q3 | $372K | Hold |
53,102
| – | – | ﹤0.01% | 1195 |
|
|
2017
Q2 | $385K | Hold |
53,102
| – | – | ﹤0.01% | 1146 |
|
|
2017
Q1 | $382K | Buy |
53,102
+3,630
| +7% | +$26.1K | ﹤0.01% | 1124 |
|
|
2016
Q4 | $391K | Buy |
49,472
+700
| +1% | +$5.53K | ﹤0.01% | 1037 |
|
|
2016
Q3 | $318K | Hold |
48,772
| – | – | ﹤0.01% | 1143 |
|
|
2016
Q2 | $293K | Hold |
48,772
| – | – | ﹤0.01% | 1063 |
|
|
2016
Q1 | $246K | Buy |
+48,772
| New | +$246K | ﹤0.01% | 1109 |
|