First Foundation Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-542
| Closed | -$303K | – | 473 |
|
|
2022
Q1 | $303K | Buy |
542
+166
| +44% | +$92.8K | 0.01% | 335 |
|
|
2021
Q4 | $255K | Buy |
376
+3
| +0.8% | +$2.04K | 0.01% | 367 |
|
|
2021
Q3 | $241K | Buy |
373
+6
| +2% | +$3.88K | 0.01% | 385 |
|
|
2021
Q2 | $204K | Buy |
+367
| New | +$204K | 0.01% | 433 |
|
|
2017
Q2 | – | Sell |
-2,500
| Closed | -$465K | – | 348 |
|
|
2017
Q1 | $465K | Buy |
+2,500
| New | +$465K | 0.03% | 217 |
|