Edmond de Rothschild Holding’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-69
| Closed | -$62 | – | 762 |
|
|
2023
Q1 | $62 | Sell |
69
-34
| -33% | -$31 | ﹤0.01% | 725 |
|
|
2022
Q4 | $23.7K | Hold |
103
| – | – | ﹤0.01% | 706 |
|
|
2022
Q3 | $35K | Hold |
103
| – | – | ﹤0.01% | 699 |
|
|
2022
Q2 | $41K | Sell |
103
-38
| -27% | -$15.1K | ﹤0.01% | 683 |
|
|
2022
Q1 | $79K | Buy |
141
+17
| +14% | +$9.53K | ﹤0.01% | 614 |
|
|
2021
Q4 | $84K | Buy |
+124
| New | +$84K | ﹤0.01% | 646 |
|
|
2015
Q3 | – | Sell |
-70
| Closed | -$10K | – | 905 |
|
|
2015
Q2 | $10K | Buy |
+70
| New | +$10K | ﹤0.01% | 762 |
|