KCM Investment Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,786
| Closed | -$1.27M | – | 400 |
|
|
2022
Q3 | $1.27M | Sell |
3,786
-191
| -5% | -$64.1K | 0.06% | 180 |
|
|
2022
Q2 | $1.57M | Buy |
3,977
+234
| +6% | +$92.4K | 0.07% | 179 |
|
|
2022
Q1 | $2.09M | Buy |
3,743
+145
| +4% | +$81.1K | 0.08% | 164 |
|
|
2021
Q4 | $2.44M | Buy |
3,598
+1,308
| +57% | +$887K | 0.08% | 157 |
|
|
2021
Q3 | $1.48M | Buy |
2,290
+544
| +31% | +$352K | 0.06% | 180 |
|
|
2021
Q2 | $972K | Buy |
1,746
+1,209
| +225% | +$673K | 0.04% | 208 |
|
|
2021
Q1 | $265K | Buy |
+537
| New | +$265K | 0.01% | 322 |
|
|
2017
Q3 | – | Sell |
-23,959
| Closed | -$4.21M | – | 550 |
|
|
2017
Q2 | $4.21M | Sell |
23,959
-541
| -2% | -$95.1K | 0.26% | 101 |
|
|
2017
Q1 | $4.56M | Sell |
24,500
-500
| -2% | -$93K | 0.29% | 92 |
|
|
2016
Q4 | $4.29M | Buy |
25,000
+1,400
| +6% | +$240K | 0.29% | 94 |
|
|
2016
Q3 | $2.61M | Hold |
23,600
| – | – | 0.18% | 135 |
|
|
2016
Q2 | $2.25M | Buy |
+23,600
| New | +$2.25M | 0.16% | 159 |
|