FDx Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-801
| Closed | -$316K | – | 833 |
|
|
2022
Q2 | $316K | Sell |
801
-316
| -28% | -$125K | 0.01% | 610 |
|
|
2022
Q1 | $625K | Buy |
1,117
+31
| +3% | +$17.3K | 0.02% | 441 |
|
|
2021
Q4 | $737K | Sell |
1,086
-29
| -3% | -$19.7K | 0.02% | 425 |
|
|
2021
Q3 | $721K | Sell |
1,115
-13
| -1% | -$8.41K | 0.02% | 405 |
|
|
2021
Q2 | $628K | Sell |
1,128
-12
| -1% | -$6.68K | 0.02% | 447 |
|
|
2021
Q1 | $563K | Buy |
1,140
+344
| +43% | +$170K | 0.02% | 437 |
|
|
2020
Q4 | $309K | Buy |
+796
| New | +$309K | 0.01% | 563 |
|
|
2018
Q2 | – | Sell |
-4,619
| Closed | -$1.11M | – | 1193 |
|
|
2018
Q1 | $1.11M | Sell |
4,619
-134
| -3% | -$32.2K | 0.03% | 471 |
|
|
2017
Q4 | $1.11M | Sell |
4,753
-173
| -4% | -$40.4K | 0.03% | 517 |
|
|
2017
Q3 | $922K | Sell |
4,926
-265
| -5% | -$49.6K | 0.03% | 551 |
|
|
2017
Q2 | $913K | Sell |
5,191
-1,598
| -24% | -$281K | 0.03% | 546 |
|
|
2017
Q1 | $1.26M | Sell |
6,789
-380
| -5% | -$70.7K | 0.04% | 449 |
|
|
2016
Q4 | $1.23M | Buy |
7,169
+34
| +0.5% | +$5.84K | 0.04% | 455 |
|
|
2016
Q3 | $789K | Buy |
7,135
+981
| +16% | +$108K | 0.03% | 469 |
|
|
2016
Q2 | $586K | Sell |
6,154
-313
| -5% | -$29.8K | 0.03% | 544 |
|
|
2016
Q1 | $660K | Buy |
+6,467
| New | +$660K | 0.03% | 499 |
|