DIA
SIVB
Davidson Investment Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-3,950
| Closed | -$455K | – | 225 |
|
|
2015
Q3 | $455K | Sell |
3,950
-6,835
| -63% | -$787K | 0.08% | 112 |
|
|
2015
Q2 | $1.55M | Sell |
10,785
-160
| -1% | -$23K | 0.23% | 99 |
|
|
2015
Q1 | $1.39M | Sell |
10,945
-150
| -1% | -$19K | 0.21% | 97 |
|
|
2014
Q4 | $1.29M | Sell |
11,095
-21,945
| -66% | -$2.54M | 0.19% | 102 |
|
|
2014
Q3 | $3.13M | Buy |
33,040
+21,535
| +187% | +$2.04M | 0.25% | 99 |
|
|
2014
Q2 | $1.34M | Sell |
11,505
-705
| -6% | -$82K | 0.2% | 104 |
|
|
2014
Q1 | $1.57M | Sell |
12,210
-396
| -3% | -$50.8K | 0.24% | 102 |
|
|
2013
Q4 | $1.32M | Sell |
12,606
-9,289
| -42% | -$970K | 0.2% | 105 |
|
|
2013
Q3 | $1.89M | Sell |
21,895
-650
| -3% | -$56K | 0.3% | 95 |
|
|
2013
Q2 | $1.87M | Buy |
+22,545
| New | +$1.87M | 0.31% | 94 |
|