Middleton & Co’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.58M | Sell |
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|
2022
Q3 | $5.31M | Sell |
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|
2022
Q2 | $7.41M | Buy |
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|
2022
Q1 | $8.94M | Buy |
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|
2021
Q4 | $10.1M | Buy |
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|
2021
Q3 | $7.28M | Buy |
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|
2021
Q2 | $6.02M | Buy |
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|
2021
Q1 | $4.83M | Buy |
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|
2020
Q4 | $3.63M | Sell |
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|
2020
Q3 | $2.27M | Buy |
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|
2020
Q2 | $2.01M | Sell |
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|
2020
Q1 | $1.44M | Hold |
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|
2019
Q4 | $2.39M | Sell |
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|
2019
Q3 | $2.11M | Buy |
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|
2019
Q2 | $2.27M | Hold |
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|
2019
Q1 | $2.24M | Buy |
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|
2018
Q4 | $1.91M | Buy |
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|
2018
Q3 | $2.62M | Hold |
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|
2018
Q2 | $2.44M | Buy |
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|
2018
Q1 | $1.98M | Hold |
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|
2017
Q4 | $1.93M | Hold |
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|
2017
Q3 | $1.54M | Buy |
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