FineMark National Bank & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-400
| Closed | -$223K | – | 462 |
|
|
2021
Q2 | $223K | Buy |
+400
| New | +$223K | 0.01% | 419 |
|
|
2017
Q1 | – | Sell |
-37
| Closed | -$6K | – | 1255 |
|
|
2016
Q4 | $6K | Hold |
37
| – | – | ﹤0.01% | 1054 |
|
|
2016
Q3 | $4K | Hold |
37
| – | – | ﹤0.01% | 1105 |
|
|
2016
Q2 | $4K | Hold |
37
| – | – | ﹤0.01% | 1128 |
|
|
2016
Q1 | $4K | Buy |
37
+14
| +61% | +$1.51K | ﹤0.01% | 1081 |
|
|
2015
Q4 | $3K | Hold |
23
| – | – | ﹤0.01% | 1136 |
|
|
2015
Q3 | $3K | Hold |
23
| – | – | ﹤0.01% | 1213 |
|
|
2015
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 1221 |
|
|
2015
Q1 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 1229 |
|