Logan Capital Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15
| Closed | -$6K | – | 548 |
|
|
2022
Q2 | $6K | Hold |
15
| – | – | ﹤0.01% | 460 |
|
|
2022
Q1 | $8K | Sell |
15
-23
| -61% | -$12.3K | ﹤0.01% | 453 |
|
|
2021
Q4 | $26K | Sell |
38
-22
| -37% | -$15.1K | ﹤0.01% | 407 |
|
|
2021
Q3 | $39K | Hold |
60
| – | – | ﹤0.01% | 376 |
|
|
2021
Q2 | $33K | Hold |
60
| – | – | ﹤0.01% | 382 |
|
|
2021
Q1 | $30K | Buy |
+60
| New | +$30K | ﹤0.01% | 380 |
|