Johnson Investment Counsel’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
Q4 | – | Sell |
-658
| Closed | -$221K | – | 687 |
|
|
2022
Q3 | $221K | Sell |
658
-120
| -15% | -$40.3K | ﹤0.01% | 594 |
|
|
2022
Q2 | $307K | Sell |
778
-160
| -17% | -$63.1K | ﹤0.01% | 546 |
|
|
2022
Q1 | $525K | Sell |
938
-15
| -2% | -$8.4K | 0.01% | 456 |
|
|
2021
Q4 | $646K | Sell |
953
-23
| -2% | -$15.6K | 0.01% | 408 |
|
|
2021
Q3 | $631K | Buy |
+976
| New | +$631K | 0.01% | 403 |
|