Dana Investment Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,919
| Closed | -$442K | – | 432 |
|
|
2022
Q4 | $442K | Buy |
1,919
+593
| +45% | +$136K | 0.02% | 330 |
|
|
2022
Q3 | $445K | Sell |
1,326
-1,540
| -54% | -$517K | 0.03% | 321 |
|
|
2022
Q2 | $1.13M | Sell |
2,866
-1,659
| -37% | -$655K | 0.06% | 213 |
|
|
2022
Q1 | $2.53M | Sell |
4,525
-1,742
| -28% | -$975K | 0.12% | 111 |
|
|
2021
Q4 | $4.25M | Buy |
+6,267
| New | +$4.25M | 0.18% | 92 |
|