Creative Planning’s Severn Bancorp Inc/MD SVBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $618K | Hold |
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|
2021
Q2 | $588K | Hold |
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|
2021
Q1 | $598K | Hold |
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|
2020
Q4 | $353K | Hold |
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|
2020
Q3 | $321K | Sell |
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|
2020
Q2 | $324K | Hold |
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|
2020
Q1 | $321K | Sell |
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|
2019
Q4 | $486K | Hold |
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|
2019
Q3 | $418K | Hold |
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|
2019
Q2 | $454K | Sell |
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|
2019
Q1 | $500K | Buy |
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|
2018
Q4 | $417K | Hold |
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|
2018
Q3 | $512K | Hold |
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|
2018
Q2 | $452K | Buy |
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|
2018
Q1 | $375K | Buy |
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|
2017
Q4 | $359K | Sell |
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|
2017
Q3 | $372K | Hold |
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|
2017
Q2 | $385K | Hold |
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|
2017
Q1 | $382K | Buy |
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|
2016
Q4 | $391K | Buy |
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|
2016
Q3 | $318K | Hold |
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|
2016
Q2 | $293K | Hold |
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|
2016
Q1 | $246K | Buy |
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