CSat Investment Advisory’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $27K | Sell |
54
-39
| -42% | -$19.5K | 0.02% | 325 |
|
|
2020
Q4 | $36K | Sell |
93
-176
| -65% | -$68.1K | 0.03% | 228 |
|
|
2020
Q3 | $65K | Sell |
269
-39
| -13% | -$9.42K | 0.01% | 628 |
|
|
2020
Q2 | $67K | Sell |
308
-2
| -0.6% | -$435 | 0.01% | 619 |
|
|
2020
Q1 | $46K | Buy |
310
+18
| +6% | +$2.67K | 0.01% | 550 |
|
|
2019
Q4 | $73K | Sell |
292
-1
| -0.3% | -$250 | 0.02% | 469 |
|
|
2019
Q3 | $61K | Buy |
293
+30
| +11% | +$6.25K | 0.02% | 439 |
|
|
2019
Q2 | $59K | Buy |
263
+166
| +171% | +$37.2K | 0.02% | 426 |
|
|
2019
Q1 | $22K | Sell |
97
-32
| -25% | -$7.26K | 0.01% | 299 |
|
|
2018
Q4 | $24K | Buy |
129
+93
| +258% | +$17.3K | 0.01% | 234 |
|
|
2018
Q3 | $11K | Sell |
36
-2,837
| -99% | -$867K | 0.01% | 354 |
|
|
2018
Q2 | $830K | Buy |
+2,873
| New | +$830K | 0.44% | 56 |
|