Mitchell McLeod Pugh & Williams’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 | $699K | Sell |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $1.2M | Hold |
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|
2022
Q1 | $1.7M | Hold |
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|
2021
Q4 | $2.06M | Sell |
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|
2021
Q3 | $2M | Buy |
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|
2021
Q2 | $988K | Hold |
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|
2021
Q1 | $876K | Hold |
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|
2020
Q4 | $688K | Hold |
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|
2020
Q3 | $427K | Hold |
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|
2020
Q2 | $383K | Hold |
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|
2020
Q1 | $268K | Hold |
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|
2019
Q4 | $446K | Hold |
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|
2019
Q3 | $371K | Hold |
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|
2019
Q2 | $399K | Hold |
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|
2019
Q1 | $395K | Hold |
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|
2018
Q4 | $337K | Hold |
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|
2018
Q3 | $552K | Sell |
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|
2018
Q2 | $628K | Buy |
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|
2018
Q1 | $259K | Hold |
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|
2017
Q4 | $252K | Hold |
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|
2017
Q3 | $202K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $201K | Buy |
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