Meristem Family Wealth’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
Q1 | $299K | Sell |
534
-32
| -6% | -$17.9K | 0.03% | 261 |
|
|
2021
Q4 | $384K | Buy |
566
+72
| +15% | +$48.8K | 0.03% | 265 |
|
|
2021
Q3 | $320K | Sell |
494
-79
| -14% | -$51.2K | 0.03% | 305 |
|
|
2021
Q2 | $319K | Hold |
573
| – | – | 0.05% | 243 |
|
|
2021
Q1 | $283K | Buy |
+573
| New | +$283K | 0.06% | 186 |
|
|
2017
Q1 | – | Sell |
-1,349
| Closed | -$232K | – | 115 |
|
|
2016
Q4 | $232K | Buy |
+1,349
| New | +$232K | 0.09% | 95 |
|