CX Institutional’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-60
| Closed | -$24K | – | 1195 |
|
|
2022
Q2 | $24K | Buy |
+60
| New | +$24K | ﹤0.01% | 813 |
|
|
2021
Q4 | – | Sell |
-61
| Closed | -$39K | – | 965 |
|
|
2021
Q3 | $39K | Buy |
61
+2
| +3% | +$1.28K | ﹤0.01% | 625 |
|
|
2021
Q2 | $33K | Buy |
59
+3
| +5% | +$1.68K | ﹤0.01% | 647 |
|
|
2021
Q1 | $28K | Buy |
56
+6
| +12% | +$3K | ﹤0.01% | 613 |
|
|
2020
Q4 | $19K | Buy |
50
+33
| +194% | +$12.5K | ﹤0.01% | 626 |
|
|
2020
Q3 | $4K | Sell |
17
-14
| -45% | -$3.29K | ﹤0.01% | 778 |
|
|
2020
Q2 | $7K | Buy |
31
+9
| +41% | +$2.03K | ﹤0.01% | 636 |
|
|
2020
Q1 | $3K | Buy |
22
+13
| +144% | +$1.77K | ﹤0.01% | 647 |
|
|
2019
Q4 | $2K | Buy |
9
+1
| +13% | +$222 | ﹤0.01% | 694 |
|
|
2019
Q3 | $2K | Sell |
8
-9
| -53% | -$2.25K | ﹤0.01% | 757 |
|
|
2019
Q2 | $4K | Sell |
17
-10
| -37% | -$2.35K | ﹤0.01% | 675 |
|
|
2019
Q1 | $6K | Buy |
+27
| New | +$6K | ﹤0.01% | 534 |
|