MFGM
SIVB
Marshall Financial Group (Maryland)’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,356
| Closed | -$759K | – | 222 |
|
|
2022
Q1 | $759K | Buy |
1,356
+11
| +0.8% | +$6.16K | 0.31% | 120 |
|
|
2021
Q4 | $912K | Sell |
1,345
-22
| -2% | -$14.9K | 0.34% | 110 |
|
|
2021
Q3 | $884K | Buy |
1,367
+119
| +10% | +$77K | 0.46% | 69 |
|
|
2021
Q2 | $694K | Buy |
+1,248
| New | +$694K | 0.37% | 93 |
|