Dorsey & Whitney Trust’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-702
| Closed | -$278K | – | 581 |
|
|
2022
Q2 | $278K | Sell |
702
-5
| -0.7% | -$1.98K | 0.03% | 420 |
|
|
2022
Q1 | $396K | Sell |
707
-20
| -3% | -$11.2K | 0.03% | 348 |
|
|
2021
Q4 | $493K | Buy |
727
+84
| +13% | +$57K | 0.04% | 300 |
|
|
2021
Q3 | $416K | Sell |
643
-57
| -8% | -$36.9K | 0.04% | 324 |
|
|
2021
Q2 | $389K | Sell |
700
-6
| -0.8% | -$3.33K | 0.04% | 339 |
|
|
2021
Q1 | $349K | Sell |
706
-196
| -22% | -$96.9K | 0.03% | 356 |
|
|
2020
Q4 | $350K | Buy |
902
+30
| +3% | +$11.6K | 0.04% | 308 |
|
|
2020
Q3 | $210K | Sell |
872
-126
| -13% | -$30.3K | 0.03% | 385 |
|
|
2020
Q2 | $215K | Buy |
+998
| New | +$215K | 0.03% | 381 |
|