Mercer Global Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,601
| Closed | -$599K | – | 2094 |
|
|
2022
Q4 | $599K | Buy |
2,601
+239
| +10% | +$55K | ﹤0.01% | 1126 |
|
|
2022
Q3 | $793K | Buy |
2,362
+64
| +3% | +$21.5K | ﹤0.01% | 945 |
|
|
2022
Q2 | $908K | Sell |
2,298
-465
| -17% | -$184K | 0.01% | 889 |
|
|
2022
Q1 | $1.55M | Sell |
2,763
-1,512
| -35% | -$846K | 0.01% | 730 |
|
|
2021
Q4 | $2.9M | Sell |
4,275
-69
| -2% | -$46.8K | 0.02% | 507 |
|
|
2021
Q3 | $2.81M | Buy |
4,344
+446
| +11% | +$289K | 0.02% | 485 |
|
|
2021
Q2 | $2.17M | Sell |
3,898
-53
| -1% | -$29.5K | 0.02% | 538 |
|
|
2021
Q1 | $1.95M | Buy |
3,951
+2,677
| +210% | +$1.32M | 0.02% | 528 |
|
|
2020
Q4 | $494K | Buy |
+1,274
| New | +$494K | 0.01% | 864 |
|