IPG Investment Advisors’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
Q1 | – | Sell |
-1,400
| Closed | -$950K | – | 233 |
|
|
2021
Q4 | $950K | Hold |
1,400
| – | – | 0.17% | 77 |
|
|
2021
Q3 | $906K | Buy |
+1,400
| New | +$906K | 0.29% | 50 |
|
|
2018
Q2 | – | Sell |
-3,560
| Closed | -$854K | – | 178 |
|
|
2018
Q1 | $854K | Buy |
3,560
+2,650
| +291% | +$636K | 0.28% | 51 |
|
|
2017
Q4 | $213K | Buy |
+910
| New | +$213K | 0.09% | 130 |
|