Independent Portfolio Consultants’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $137K | Sell |
780
-105
| -12% | -$18.4K | 0.06% | 367 |
|
|
2017
Q1 | $165K | Sell |
885
-2,260
| -72% | -$421K | 0.06% | 363 |
|
|
2016
Q4 | $540K | Buy |
3,145
+880
| +39% | +$151K | 0.18% | 204 |
|
|
2016
Q3 | $250K | Buy |
2,265
+80
| +4% | +$8.83K | 0.08% | 288 |
|
|
2016
Q2 | $208K | Buy |
2,185
+240
| +12% | +$22.8K | 0.07% | 322 |
|
|
2016
Q1 | $198K | Sell |
1,945
-610
| -24% | -$62.1K | 0.06% | 344 |
|
|
2015
Q4 | $304K | Sell |
2,555
-860
| -25% | -$102K | 0.09% | 277 |
|
|
2015
Q3 | $395K | Sell |
3,415
-230
| -6% | -$26.6K | 0.09% | 278 |
|
|
2015
Q2 | $525K | Buy |
3,645
+985
| +37% | +$142K | 0.11% | 247 |
|
|
2015
Q1 | $338K | Sell |
2,660
-110
| -4% | -$14K | 0.07% | 291 |
|
|
2014
Q4 | $322K | Buy |
2,770
+2,335
| +537% | +$271K | 0.06% | 301 |
|
|
2014
Q3 | $49K | Buy |
+435
| New | +$49K | 0.01% | 633 |
|