IAA
SIVB
Independent Advisor Alliance’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,274
| Closed | -$428K | – | 658 |
|
|
2022
Q3 | $428K | Sell |
1,274
-112
| -8% | -$37.6K | 0.03% | 409 |
|
|
2022
Q2 | $547K | Sell |
1,386
-106
| -7% | -$41.8K | 0.03% | 354 |
|
|
2022
Q1 | $835K | Sell |
1,492
-162
| -10% | -$90.7K | 0.04% | 306 |
|
|
2021
Q4 | $1.12M | Sell |
1,654
-10
| -0.6% | -$6.78K | 0.06% | 261 |
|
|
2021
Q3 | $1.08M | Sell |
1,664
-208
| -11% | -$135K | 0.06% | 253 |
|
|
2021
Q2 | $1.04M | Sell |
1,872
-11,487
| -86% | -$6.39M | 0.06% | 275 |
|
|
2021
Q1 | $6.6M | Buy |
13,359
+11,470
| +607% | +$5.66M | 0.39% | 67 |
|
|
2020
Q4 | $733K | Sell |
1,889
-31
| -2% | -$12K | 0.05% | 274 |
|
|
2020
Q3 | $462K | Buy |
1,920
+81
| +4% | +$19.5K | 0.04% | 313 |
|
|
2020
Q2 | $396K | Buy |
+1,839
| New | +$396K | 0.04% | 314 |
|