SVVC
Creative Planning’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-86
| Closed | -$37 | – | 3058 |
|
|
2023
Q3 | $37 | Buy |
+86
| New | +$37 | ﹤0.01% | 2802 |
|
|
2022
Q2 | – | Sell |
-86
| Closed | – | – | 2459 |
|
|
2022
Q1 | $0 | Buy |
+86
| New | – | ﹤0.01% | 2386 |
|
|
2017
Q3 | – | Sell |
-510
| Closed | -$4K | – | 3810 |
|
|
2017
Q2 | $4K | Hold |
510
| – | – | ﹤0.01% | 4053 |
|
|
2017
Q1 | $4K | Hold |
510
| – | – | ﹤0.01% | 4021 |
|
|
2016
Q4 | $4K | Hold |
510
| – | – | ﹤0.01% | 3986 |
|
|
2016
Q3 | $4K | Hold |
510
| – | – | ﹤0.01% | 3913 |
|
|
2016
Q2 | $4K | Sell |
510
-223
| -30% | -$1.75K | ﹤0.01% | 3711 |
|
|
2016
Q1 | $5K | Sell |
733
-791
| -52% | -$5.4K | ﹤0.01% | 3573 |
|
|
2015
Q4 | $12K | Buy |
1,524
+1,014
| +199% | +$7.98K | ﹤0.01% | 3161 |
|
|
2015
Q3 | $4K | Buy |
+510
| New | +$4K | ﹤0.01% | 3682 |
|
|
2015
Q2 | – | Sell |
-510
| Closed | -$7K | – | 3076 |
|
|
2015
Q1 | $7K | Sell |
510
-2
| -0.4% | -$27 | ﹤0.01% | 3357 |
|
|
2014
Q4 | $10K | Buy |
512
+24
| +5% | +$469 | ﹤0.01% | 3090 |
|
|
2014
Q3 | $12K | Buy |
488
+363
| +290% | +$8.93K | ﹤0.01% | 2826 |
|
|
2014
Q2 | $3K | Hold |
125
| – | – | ﹤0.01% | 3332 |
|
|
2014
Q1 | $3K | Hold |
125
| – | – | ﹤0.01% | 3203 |
|
|
2013
Q4 | $3K | Hold |
125
| – | – | ﹤0.01% | 3031 |
|
|
2013
Q3 | $3K | Hold |
125
| – | – | ﹤0.01% | 2922 |
|
|
2013
Q2 | $2K | Buy |
+125
| New | +$2K | ﹤0.01% | 2858 |
|