Heritage 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
Q2 | – | Sell |
-500
| Closed | -$280K | – | 261 |
|
|
2022
Q1 | $280K | Hold |
500
| – | – | 0.04% | 217 |
|
|
2021
Q4 | $339K | Hold |
500
| – | – | 0.04% | 210 |
|
|
2021
Q3 | $323K | Hold |
500
| – | – | 0.05% | 206 |
|
|
2021
Q2 | $278K | Hold |
500
| – | – | 0.04% | 214 |
|
|
2021
Q1 | $247K | Buy |
+500
| New | +$247K | 0.04% | 212 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$95K | – | 466 |
|
|
2018
Q4 | $95K | Buy |
+500
| New | +$95K | 0.04% | 166 |
|