KCM Investment Advisors’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.27M | Sell |
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|
2022
Q2 | $1.57M | Buy |
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|
2022
Q1 | $2.09M | Buy |
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|
2021
Q4 | $2.44M | Buy |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $972K | Buy |
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|
2021
Q1 | $265K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $4.21M | Sell |
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|
2017
Q1 | $4.56M | Sell |
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|
2016
Q4 | $4.29M | Buy |
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|
2016
Q3 | $2.61M | Hold |
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|
2016
Q2 | $2.25M | Buy |
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