Greenleaf Trust’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 |
-873
| Closed | -$201K | – | 800 |
|
|
2022
Q4 | $201K | Buy |
873
+228
| +35% | +$52.5K | ﹤0.01% | 707 |
|
|
2022
Q3 | $217K | Sell |
645
-136
| -17% | -$45.8K | ﹤0.01% | 646 |
|
|
2022
Q2 | $308K | Sell |
781
-292
| -27% | -$115K | ﹤0.01% | 543 |
|
|
2022
Q1 | $600K | Buy |
1,073
+277
| +35% | +$155K | 0.01% | 365 |
|
|
2021
Q4 | $540K | Buy |
796
+28
| +4% | +$19K | 0.01% | 401 |
|
|
2021
Q3 | $497K | Buy |
768
+198
| +35% | +$128K | 0.01% | 395 |
|
|
2021
Q2 | $317K | Buy |
570
+35
| +7% | +$19.5K | ﹤0.01% | 554 |
|
|
2021
Q1 | $264K | Buy |
+535
| New | +$264K | ﹤0.01% | 597 |
|