Money Concepts Capital’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-645
| Closed | -$148K | – | 3246 |
|
|
2022
Q4 | $148K | Sell |
645
-1,587
| -71% | -$365K | 0.01% | 809 |
|
|
2022
Q3 | $749K | Buy |
2,232
+639
| +40% | +$214K | 0.04% | 260 |
|
|
2022
Q2 | $638K | Buy |
1,593
+179
| +13% | +$71.7K | 0.06% | 244 |
|
|
2022
Q1 | $791K | Buy |
+1,414
| New | +$791K | 0.04% | 334 |
|
|
2021
Q1 | $1.15M | Buy |
+2,325
| New | +$1.15M | 0.09% | 202 |
|