Freestone Capital Holdings’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
Q2 | – | Sell |
-434
| Closed | -$243K | – | 608 |
|
|
2022
Q1 | $243K | Sell |
434
-26
| -6% | -$14.6K | 0.01% | 506 |
|
|
2021
Q4 | $312K | Buy |
460
+149
| +48% | +$101K | 0.01% | 395 |
|
|
2021
Q3 | $201K | Buy |
+311
| New | +$201K | 0.01% | 400 |
|
|
2021
Q1 | – | Sell |
-211
| Closed | -$81.8K | – | 1288 |
|
|
2020
Q4 | $81.8K | Buy |
211
+40
| +23% | +$15.5K | ﹤0.01% | 465 |
|
|
2020
Q3 | $41.1K | Buy |
+171
| New | +$41.1K | ﹤0.01% | 519 |
|