EP
SIVB
Edgestream Partners’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,328
| Closed | -$2.26M | – | 671 |
|
|
2021
Q4 | $2.26M | Buy |
+3,328
| New | +$2.26M | 0.14% | 213 |
|
|
2021
Q3 | – | Sell |
-7,249
| Closed | -$4.03M | – | 598 |
|
|
2021
Q2 | $4.03M | Buy |
7,249
+257
| +4% | +$143K | 0.24% | 147 |
|
|
2021
Q1 | $3.45M | Buy |
6,992
+6,122
| +704% | +$3.02M | 0.19% | 189 |
|
|
2020
Q4 | $337K | Buy |
+870
| New | +$337K | 0.02% | 335 |
|