Kistler-Tiffany Companies’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-961
| Closed | -$221K | – | 834 |
|
|
2022
Q4 | $221K | Buy |
961
+731
| +318% | +$168K | 0.05% | 246 |
|
|
2022
Q3 | $77K | Buy |
230
+94
| +69% | +$31.5K | 0.02% | 316 |
|
|
2022
Q2 | $54K | Buy |
136
+9
| +7% | +$3.57K | 0.01% | 369 |
|
|
2022
Q1 | $71K | Hold |
127
| – | – | 0.01% | 350 |
|
|
2021
Q4 | $86K | Hold |
127
| – | – | 0.02% | 313 |
|
|
2021
Q3 | $82K | Hold |
127
| – | – | 0.02% | 300 |
|
|
2021
Q2 | $71K | Hold |
127
| – | – | 0.02% | 316 |
|
|
2021
Q1 | $63K | Hold |
127
| – | – | 0.02% | 311 |
|
|
2020
Q4 | $49K | Hold |
127
| – | – | 0.01% | 308 |
|
|
2020
Q3 | $31K | Hold |
127
| – | – | 0.01% | 338 |
|
|
2020
Q2 | $27K | Buy |
127
+27
| +27% | +$5.74K | 0.01% | 329 |
|
|
2020
Q1 | $25K | Hold |
100
| – | – | 0.01% | 337 |
|
|
2019
Q4 | $25K | Hold |
100
| – | – | 0.01% | 344 |
|
|
2019
Q3 | $21K | Buy |
+100
| New | +$21K | 0.01% | 359 |
|