MFA
SIVB
Mayflower Financial Advisors’s SVB Financial Group SIVB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-834
| Closed | -$280K | – | 371 |
|
2022
Q3 | $280K | Buy |
834
+11
| +1% | +$3.69K | 0.05% | 257 |
|
2022
Q2 | $325K | Sell |
823
-2
| -0.2% | -$790 | 0.05% | 240 |
|
2022
Q1 | $462K | Sell |
825
-50
| -6% | -$28K | 0.06% | 210 |
|
2021
Q4 | $593K | Buy |
875
+37
| +4% | +$25.1K | 0.08% | 177 |
|
2021
Q3 | $587K | Buy |
838
+441
| +111% | +$309K | 0.08% | 172 |
|
2021
Q2 | $221K | Buy |
+397
| New | +$221K | 0.03% | 286 |
|