Heartland Bank & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-606
| Closed | -$203K | – | 159 |
|
|
2022
Q3 | $203K | Hold |
606
| – | – | 0.19% | 119 |
|
|
2022
Q2 | $239K | Buy |
606
+13
| +2% | +$5.13K | 0.21% | 124 |
|
|
2022
Q1 | $332K | Sell |
593
-30
| -5% | -$16.8K | 0.25% | 117 |
|
|
2021
Q4 | $423K | Buy |
623
+13
| +2% | +$8.83K | 0.31% | 96 |
|
|
2021
Q3 | $395K | Sell |
610
-1,793
| -75% | -$1.16M | 0.34% | 79 |
|
|
2021
Q2 | $1.34M | Sell |
2,403
-314
| -12% | -$175K | 1.23% | 23 |
|
|
2021
Q1 | $1.34M | Buy |
2,717
+58
| +2% | +$28.6K | 1.23% | 26 |
|
|
2020
Q4 | $1.03M | Buy |
+2,659
| New | +$1.03M | 0.92% | 31 |
|