MPWT
SIVB
MassMutual Private Wealth & Trust’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12
| Closed | -$11 | – | 2079 |
|
|
2023
Q1 | $11 | Sell |
12
-108
| -90% | -$99 | ﹤0.01% | 1794 |
|
|
2022
Q4 | $28K | Buy |
120
+100
| +500% | +$23.3K | ﹤0.01% | 570 |
|
|
2022
Q3 | $7K | Sell |
20
-12
| -38% | -$4.2K | ﹤0.01% | 867 |
|
|
2022
Q2 | $13K | Buy |
32
+28
| +700% | +$11.4K | ﹤0.01% | 670 |
|
|
2022
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 1237 |
|
|
2021
Q4 | $3K | Buy |
4
+1
| +33% | +$750 | ﹤0.01% | 1048 |
|
|
2021
Q3 | $2K | Hold |
3
| – | – | ﹤0.01% | 1115 |
|
|
2021
Q2 | $2K | Buy |
3
+1
| +50% | +$667 | ﹤0.01% | 1082 |
|
|
2021
Q1 | $1K | Sell |
2
-38
| -95% | -$19K | ﹤0.01% | 1094 |
|
|
2020
Q4 | $16K | Sell |
40
-78
| -66% | -$31.2K | ﹤0.01% | 556 |
|
|
2020
Q3 | $28K | Buy |
118
+78
| +195% | +$18.5K | ﹤0.01% | 470 |
|
|
2020
Q2 | $9K | Buy |
40
+16
| +67% | +$3.6K | ﹤0.01% | 561 |
|
|
2020
Q1 | $4K | Hold |
24
| – | – | ﹤0.01% | 598 |
|
|
2019
Q4 | $6K | Buy |
24
+18
| +300% | +$4.5K | ﹤0.01% | 693 |
|
|
2019
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 847 |
|
|
2019
Q1 | – | Sell |
-2,067
| Closed | -$393K | – | 1058 |
|
|
2018
Q4 | $393K | Sell |
2,067
-57
| -3% | -$10.8K | 0.03% | 263 |
|
|
2018
Q3 | $660K | Sell |
2,124
-578
| -21% | -$180K | 0.05% | 231 |
|
|
2018
Q2 | $780K | Buy |
2,702
+151
| +6% | +$43.6K | 0.06% | 212 |
|
|
2018
Q1 | $612K | Buy |
2,551
+235
| +10% | +$56.4K | 0.05% | 223 |
|
|
2017
Q4 | $541K | Buy |
2,316
+44
| +2% | +$10.3K | 0.04% | 231 |
|
|
2017
Q3 | $425K | Buy |
2,272
+97
| +4% | +$18.1K | 0.04% | 252 |
|
|
2017
Q2 | $382K | Sell |
2,175
-42
| -2% | -$7.38K | 0.03% | 247 |
|
|
2017
Q1 | $413K | Buy |
2,217
+90
| +4% | +$16.7K | 0.04% | 244 |
|
|
2016
Q4 | $365K | Buy |
+2,127
| New | +$365K | 0.04% | 220 |
|
|
2016
Q2 | $220K | Buy |
2,313
+47
| +2% | +$4.47K | 0.03% | 305 |
|
|
2016
Q1 | $231K | Buy |
+2,266
| New | +$231K | 0.03% | 277 |
|