Meridian Investment Counsel’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-535
| Closed | -$211K | – | 209 |
|
|
2022
Q2 | $211K | Hold |
535
| – | – | 0.09% | 185 |
|
|
2022
Q1 | $299K | Hold |
535
| – | – | 0.1% | 177 |
|
|
2021
Q4 | $363K | Hold |
535
| – | – | 0.12% | 159 |
|
|
2021
Q3 | $346K | Buy |
535
+157
| +42% | +$102K | 0.13% | 153 |
|
|
2021
Q2 | $210K | Buy |
+378
| New | +$210K | 0.07% | 194 |
|