CSat Investment Advisory’s SVB Financial Group SIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$27K Sell
2020
Q4
$36K Sell
2020
Q3
$65K Sell
2020
Q2
$67K Sell
2020
Q1
$46K Buy
2019
Q4
$73K Sell
2019
Q3
$61K Buy
2019
Q2
$59K Buy
2019
Q1
$22K Sell
2018
Q4
$24K Buy
2018
Q3
$11K Sell
2018
Q2
$830K Buy