MBTD
SIVB
Mechanics Bank - Trust Department’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,547
| Closed | -$356K | – | 174 |
|
|
2022
Q4 | $356K | Sell |
1,547
-69
| -4% | -$15.9K | 0.06% | 146 |
|
|
2022
Q3 | $543K | Buy |
1,616
+79
| +5% | +$26.5K | 0.1% | 130 |
|
|
2022
Q2 | $607K | Buy |
1,537
+165
| +12% | +$65.2K | 0.11% | 125 |
|
|
2022
Q1 | $768K | Buy |
1,372
+927
| +208% | +$519K | 0.12% | 122 |
|
|
2021
Q4 | $302K | Buy |
+445
| New | +$302K | 0.04% | 160 |
|
|
2019
Q4 | – | Sell |
-170
| Closed | -$35K | – | 225 |
|
|
2019
Q3 | $35K | Buy |
+170
| New | +$35K | 0.01% | 198 |
|