Everence Capital Management’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
Q4 | – | Sell |
-1,590
| Closed | -$534K | – | 823 |
|
|
2022
Q3 | $534K | Hold |
1,590
| – | – | 0.05% | 323 |
|
|
2022
Q2 | $628K | Buy |
1,590
+790
| +99% | +$312K | 0.06% | 273 |
|
|
2022
Q1 | $448K | Hold |
800
| – | – | 0.03% | 441 |
|
|
2021
Q4 | $543K | Hold |
800
| – | – | 0.04% | 389 |
|
|
2021
Q3 | $518K | Hold |
800
| – | – | 0.04% | 383 |
|
|
2021
Q2 | $445K | Hold |
800
| – | – | 0.04% | 434 |
|
|
2021
Q1 | $395K | Hold |
800
| – | – | 0.04% | 449 |
|
|
2020
Q4 | $310K | Buy |
+800
| New | +$310K | 0.03% | 506 |
|