IC
SIVB
IEQ Capital’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-33,605
| Closed | -$7.73M | – | 920 |
|
|
2022
Q4 | $7.73M | Buy |
33,605
+8,350
| +33% | +$1.92M | 0.22% | 82 |
|
|
2022
Q3 | $8.48M | Buy |
25,255
+784
| +3% | +$263K | 0.23% | 72 |
|
|
2022
Q2 | $9.67M | Buy |
24,471
+592
| +2% | +$234K | 0.29% | 59 |
|
|
2022
Q1 | $13.4M | Buy |
23,879
+89
| +0.4% | +$49.8K | 0.32% | 52 |
|
|
2021
Q4 | $16.1M | Buy |
23,790
+97
| +0.4% | +$65.8K | 0.37% | 48 |
|
|
2021
Q3 | $15.3M | Buy |
23,693
+210
| +0.9% | +$136K | 0.41% | 43 |
|
|
2021
Q2 | $13.1M | Buy |
23,483
+1,218
| +5% | +$678K | 0.38% | 43 |
|
|
2021
Q1 | $11M | Buy |
22,265
+7
| +0% | +$3.46K | 0.45% | 39 |
|
|
2020
Q4 | $8.63M | Hold |
22,258
| – | – | 0.38% | 51 |
|
|
2020
Q3 | $5.36M | Hold |
22,258
| – | – | 0.29% | 57 |
|
|
2020
Q2 | $4.8M | Sell |
22,258
-234
| -1% | -$50.4K | 0.31% | 56 |
|
|
2020
Q1 | $3.4M | Buy |
22,492
+491
| +2% | +$74.2K | 0.27% | 59 |
|
|
2019
Q4 | $5.52M | Buy |
+22,001
| New | +$5.52M | 0.48% | 34 |
|