GCA
SIVB
Gideon Capital Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,158
| Closed | -$220K | – | 567 |
|
|
2018
Q4 | $220K | Sell |
1,158
-19
| -2% | -$3.61K | 0.09% | 331 |
|
|
2018
Q3 | $366K | Sell |
1,177
-58
| -5% | -$18K | 0.17% | 193 |
|
|
2018
Q2 | $357K | Sell |
1,235
-57
| -4% | -$16.5K | 0.18% | 216 |
|
|
2018
Q1 | $310K | Buy |
+1,292
| New | +$310K | 0.19% | 221 |
|
|
2017
Q3 | – | Sell |
-1,316
| Closed | -$231K | – | 412 |
|
|
2017
Q2 | $231K | Buy |
+1,316
| New | +$231K | 0.25% | 195 |
|
|
2016
Q1 | – | Sell |
-15,195
| Closed | -$1.81M | – | 261 |
|
|
2015
Q4 | $1.81M | Buy |
15,195
+6,325
| +71% | +$752K | 1.31% | 11 |
|
|
2015
Q3 | $1.03M | Buy |
8,870
+2,984
| +51% | +$345K | 0.6% | 59 |
|
|
2015
Q2 | $847K | Sell |
5,886
-1,406
| -19% | -$202K | 0.35% | 107 |
|
|
2015
Q1 | $926K | Buy |
+7,292
| New | +$926K | 0.37% | 97 |
|
|
2014
Q3 | – | Sell |
-12,255
| Closed | -$1.43M | – | 398 |
|
|
2014
Q2 | $1.43M | Buy |
+12,255
| New | +$1.43M | 0.52% | 70 |
|