LSA
SIVB
L & S Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,827
| Closed | -$1.11M | – | 341 |
|
|
2022
Q4 | $1.11M | Buy |
+4,827
| New | +$1.11M | 0.21% | 113 |
|
|
2022
Q3 | – | Sell |
-2,720
| Closed | -$1.07M | – | 268 |
|
|
2022
Q2 | $1.07M | Sell |
2,720
-385
| -12% | -$152K | 0.18% | 119 |
|
|
2022
Q1 | $1.74M | Sell |
3,105
-827
| -21% | -$463K | 0.21% | 137 |
|
|
2021
Q4 | $2.67M | Sell |
3,932
-517
| -12% | -$351K | 0.29% | 106 |
|
|
2021
Q3 | $2.88M | Buy |
4,449
+111
| +3% | +$71.8K | 0.31% | 94 |
|
|
2021
Q2 | $2.41M | Sell |
4,338
-378
| -8% | -$210K | 0.26% | 117 |
|
|
2021
Q1 | $2.33M | Buy |
+4,716
| New | +$2.33M | 0.26% | 123 |
|