MC
SIVB
Middleton & Co’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,209
| Closed | -$2.58M | – | 160 |
|
|
2022
Q4 | $2.58M | Sell |
11,209
-4,600
| -29% | -$1.06M | 0.38% | 67 |
|
|
2022
Q3 | $5.31M | Sell |
15,809
-2,953
| -16% | -$991K | 0.81% | 44 |
|
|
2022
Q2 | $7.41M | Buy |
18,762
+2,776
| +17% | +$1.1M | 0.95% | 38 |
|
|
2022
Q1 | $8.94M | Buy |
15,986
+1,084
| +7% | +$606K | 0.95% | 39 |
|
|
2021
Q4 | $10.1M | Buy |
14,902
+3,650
| +32% | +$2.48M | 0.98% | 37 |
|
|
2021
Q3 | $7.28M | Buy |
11,252
+440
| +4% | +$285K | 0.78% | 44 |
|
|
2021
Q2 | $6.02M | Buy |
10,812
+1,029
| +11% | +$573K | 0.65% | 52 |
|
|
2021
Q1 | $4.83M | Buy |
9,783
+431
| +5% | +$213K | 0.54% | 54 |
|
|
2020
Q4 | $3.63M | Sell |
9,352
-65
| -0.7% | -$25.2K | 0.43% | 56 |
|
|
2020
Q3 | $2.27M | Buy |
9,417
+91
| +1% | +$21.9K | 0.3% | 71 |
|
|
2020
Q2 | $2.01M | Sell |
9,326
-200
| -2% | -$43.1K | 0.29% | 76 |
|
|
2020
Q1 | $1.44M | Hold |
9,526
| – | – | 0.25% | 77 |
|
|
2019
Q4 | $2.39M | Sell |
9,526
-584
| -6% | -$147K | 0.34% | 70 |
|
|
2019
Q3 | $2.11M | Buy |
10,110
+25
| +0.2% | +$5.22K | 0.33% | 70 |
|
|
2019
Q2 | $2.27M | Hold |
10,085
| – | – | 0.35% | 67 |
|
|
2019
Q1 | $2.24M | Buy |
10,085
+50
| +0.5% | +$11.1K | 0.36% | 68 |
|
|
2018
Q4 | $1.91M | Buy |
10,035
+1,599
| +19% | +$304K | 0.35% | 69 |
|
|
2018
Q3 | $2.62M | Hold |
8,436
| – | – | 0.41% | 66 |
|
|
2018
Q2 | $2.44M | Buy |
8,436
+191
| +2% | +$55.2K | 0.42% | 66 |
|
|
2018
Q1 | $1.98M | Hold |
8,245
| – | – | 0.35% | 71 |
|
|
2017
Q4 | $1.93M | Hold |
8,245
| – | – | 0.32% | 79 |
|
|
2017
Q3 | $1.54M | Buy |
+8,245
| New | +$1.54M | 0.28% | 84 |
|