DCM
SIVB
Davidson Capital Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11
| Closed | -$2.53K | – | 159 |
|
|
2022
Q4 | $2.53K | Buy |
11
+4
| +57% | +$921 | ﹤0.01% | 102 |
|
|
2022
Q3 | $2K | Buy |
7
+3
| +75% | +$857 | ﹤0.01% | 80 |
|
|
2022
Q2 | $2K | Sell |
4
-2,187
| -100% | -$1.09M | ﹤0.01% | 79 |
|
|
2022
Q1 | $1.23M | Sell |
2,191
-77
| -3% | -$43.1K | 0.46% | 48 |
|
|
2021
Q4 | $1.54M | Buy |
2,268
+53
| +2% | +$35.9K | 0.84% | 26 |
|
|
2021
Q3 | $1.43M | Buy |
2,215
+72
| +3% | +$46.6K | 0.72% | 10 |
|
|
2021
Q2 | $1.19M | Buy |
+2,143
| New | +$1.19M | 0.57% | 60 |
|
|
2020
Q3 | – | Sell |
-2
| Closed | -$1K | – | 87 |
|
|
2020
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 77 |
|
|
2020
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 79 |
|
|
2019
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 64 |
|