GDP
SIVB
Great Diamond Partners’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,016
| Closed | -$234K | – | 231 |
|
|
2022
Q4 | $234K | Buy |
1,016
+268
| +36% | +$61.7K | 0.07% | 192 |
|
|
2022
Q3 | $251K | Buy |
748
+1
| +0.1% | +$336 | 0.09% | 176 |
|
|
2022
Q2 | $295K | Sell |
747
-105
| -12% | -$41.5K | 0.1% | 166 |
|
|
2022
Q1 | $476K | Buy |
852
+5
| +0.6% | +$2.79K | 0.13% | 128 |
|
|
2021
Q4 | $574K | Buy |
847
+19
| +2% | +$12.9K | 0.15% | 120 |
|
|
2021
Q3 | $535K | Sell |
828
-7
| -0.8% | -$4.52K | 0.15% | 115 |
|
|
2021
Q2 | $464K | Sell |
835
-8
| -0.9% | -$4.45K | 0.13% | 126 |
|
|
2021
Q1 | $416K | Buy |
843
+44
| +6% | +$21.7K | 0.13% | 129 |
|
|
2020
Q4 | $309K | Buy |
+799
| New | +$309K | 0.1% | 134 |
|
|
2020
Q1 | – | Sell |
-446
| Closed | -$111K | – | 690 |
|
|
2019
Q4 | $111K | Buy |
+446
| New | +$111K | 0.04% | 213 |
|