HFM
SIVB
Harvest Fund Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-178
| Closed | -$39K | – | 851 |
|
|
2022
Q4 | $39K | Buy |
+178
| New | +$39K | 0.01% | 506 |
|
|
2022
Q3 | – | Sell |
-509
| Closed | -$201K | – | 854 |
|
|
2022
Q2 | $201K | Hold |
509
| – | – | 0.06% | 174 |
|
|
2022
Q1 | $284K | Sell |
509
-228
| -31% | -$127K | 0.06% | 150 |
|
|
2021
Q4 | $500K | Buy |
737
+178
| +32% | +$121K | 0.08% | 108 |
|
|
2021
Q3 | $361K | Sell |
559
-167
| -23% | -$108K | 0.08% | 80 |
|
|
2021
Q2 | $410K | Hold |
726
| – | – | 0.04% | 80 |
|
|
2021
Q1 | $358K | Buy |
726
+66
| +10% | +$32.5K | 0.03% | 85 |
|
|
2020
Q4 | $255K | Buy |
660
+431
| +188% | +$167K | 0.02% | 121 |
|
|
2020
Q3 | $58K | Sell |
229
-430
| -65% | -$109K | ﹤0.01% | 361 |
|
|
2020
Q2 | $135K | Buy |
+659
| New | +$135K | 0.01% | 196 |
|
|
2020
Q1 | – | Sell |
-156
| Closed | -$39K | – | 495 |
|
|
2019
Q4 | $39K | Buy |
+156
| New | +$39K | ﹤0.01% | 317 |
|
|
2018
Q4 | – | Sell |
-678
| Closed | -$211K | – | 504 |
|
|
2018
Q3 | $211K | Buy |
678
+590
| +670% | +$184K | 0.04% | 157 |
|
|
2018
Q2 | $25K | Buy |
+88
| New | +$25K | ﹤0.01% | 288 |
|