Creative Planning’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-86
| Closed | -$37 | – | 3153 |
|
|
2023
Q3 | $37 | Buy |
+86
| New | +$47 | ﹤0.01% | 2890 |
|
|
2022
Q2 | – | Sell |
-86
| Closed | – | – | 2582 |
|
|
2022
Q1 | $0 | Buy |
+86
| New | +$320 | ﹤0.01% | 2464 |
|
|
2017
Q3 | – | Sell |
-510
| Closed | -$4K | – | 3924 |
|
|
2017
Q2 | $4K | Hold |
510
| – | – | ﹤0.01% | 4124 |
|
|
2017
Q1 | $4K | Hold |
510
| – | – | ﹤0.01% | 4091 |
|
|
2016
Q4 | $4K | Hold |
510
| – | – | ﹤0.01% | 4080 |
|
|
2016
Q3 | $4K | Hold |
510
| – | – | ﹤0.01% | 4016 |
|
|
2016
Q2 | $4K | Sell |
510
-223
| -30% | -$1.66K | ﹤0.01% | 3795 |
|
|
2016
Q1 | $5K | Sell |
733
-791
| -52% | -$5.71K | ﹤0.01% | 3627 |
|
|
2015
Q4 | $12K | Buy |
1,524
+1,014
| +199% | +$8.08K | ﹤0.01% | 3206 |
|
|
2015
Q3 | $4K | Buy |
+510
| New | +$5.49K | ﹤0.01% | 3744 |
|
|
2015
Q2 | – | Sell |
-510
| Closed | -$7K | – | 3223 |
|
|
2015
Q1 | $7K | Sell |
510
-2
| -0.4% | -$31 | ﹤0.01% | 3413 |
|
|
2014
Q4 | $10K | Buy |
512
+24
| +5% | +$525 | ﹤0.01% | 3136 |
|
|
2014
Q3 | $12K | Buy |
488
+363
| +290% | +$8.08K | ﹤0.01% | 2864 |
|
|
2014
Q2 | $3K | Hold |
125
| – | – | ﹤0.01% | 3432 |
|
|
2014
Q1 | $3K | Hold |
125
| – | – | ﹤0.01% | 3285 |
|
|
2013
Q4 | $3K | Hold |
125
| – | – | ﹤0.01% | 3031 |
|
|
2013
Q3 | $3K | Hold |
125
| – | – | ﹤0.01% | 2922 |
|
|
2013
Q2 | $2K | Buy |
+125
| New | +$2.4K | ﹤0.01% | 2858 |
|
Other funds holding SVVC
Creative Planning's SVVC Position: Q4 2023 in Review
Creative Planning sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q4 2023, closing a stake of 86 shares — an estimated $37 sold.
Creative Planning first reported a position in SVVC in Q2 2013 and held it in 18 quarters. The position peaked at $12K in Q4 2015. 2 funds tracked by Wall St. Rank hold SVVC as of Q4 2023.
- Creative Planning reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
- Creative Planning sold 86 Firsthand Technology Value Fund, Inc. Common Stock shares in Q4 2023, an estimated $37.
- Creative Planning first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q2 2013 and held it in 18 quarters.
- Creative Planning's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $12K in Q4 2015.
- 2 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q4 2023.
Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.