FORA Capital’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
Q1 | – | Sell |
-11,715
| Closed | -$2.7M | – | 750 |
|
|
2022
Q4 | $2.7M | Buy |
+11,715
| New | +$2.7M | 0.44% | 60 |
|
|
2022
Q3 | – | Sell |
-3,660
| Closed | -$1.45M | – | 634 |
|
|
2022
Q2 | $1.45M | Buy |
+3,660
| New | +$1.45M | 0.29% | 111 |
|
|
2021
Q4 | – | Sell |
-1,489
| Closed | -$963K | – | 516 |
|
|
2021
Q3 | $963K | Buy |
1,489
+849
| +133% | +$549K | 0.24% | 124 |
|
|
2021
Q2 | $356K | Sell |
640
-1,548
| -71% | -$861K | 0.07% | 329 |
|
|
2021
Q1 | $1.08M | Buy |
+2,188
| New | +$1.08M | 0.35% | 57 |
|
|
2020
Q4 | – | Sell |
-945
| Closed | -$227K | – | 1214 |
|
|
2020
Q3 | $227K | Buy |
+945
| New | +$227K | 0.15% | 153 |
|