Moors & Cabot’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,249
| Closed | -$419K | – | 879 |
|
|
2022
Q3 | $419K | Buy |
1,249
+212
| +20% | +$71.1K | 0.03% | 455 |
|
|
2022
Q2 | $410K | Buy |
1,037
+108
| +12% | +$42.7K | 0.03% | 471 |
|
|
2022
Q1 | $520K | Sell |
929
-310
| -25% | -$174K | 0.03% | 460 |
|
|
2021
Q4 | $840K | Hold |
1,239
| – | – | 0.05% | 321 |
|
|
2021
Q3 | $802K | Buy |
1,239
+182
| +17% | +$118K | 0.05% | 322 |
|
|
2021
Q2 | $588K | Sell |
1,057
-170
| -14% | -$94.6K | 0.04% | 381 |
|
|
2021
Q1 | $604K | Sell |
1,227
-190
| -13% | -$93.5K | 0.05% | 349 |
|
|
2020
Q4 | $551K | Buy |
1,417
+310
| +28% | +$121K | 0.05% | 343 |
|
|
2020
Q3 | $266K | Buy |
+1,107
| New | +$266K | 0.03% | 501 |
|