MAM
SIVB
Morse Asset Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,590
| Closed | -$582K | – | 146 |
|
|
2019
Q2 | $582K | Sell |
2,590
-200
| -7% | -$44.9K | 0.17% | 94 |
|
|
2019
Q1 | $620K | Buy |
+2,790
| New | +$620K | 0.19% | 89 |
|
|
2018
Q4 | – | Sell |
-5,894
| Closed | -$1.83M | – | 143 |
|
|
2018
Q3 | $1.83M | Buy |
5,894
+610
| +12% | +$190K | 0.48% | 61 |
|
|
2018
Q2 | $1.53M | Buy |
5,284
+209
| +4% | +$60.4K | 0.42% | 65 |
|
|
2018
Q1 | $1.22M | Buy |
5,075
+125
| +3% | +$30K | 0.34% | 73 |
|
|
2017
Q4 | $1.16M | Hold |
4,950
| – | – | 0.32% | 74 |
|
|
2017
Q3 | $926K | Buy |
4,950
+3,025
| +157% | +$566K | 0.28% | 80 |
|
|
2017
Q2 | $338K | Buy |
+1,925
| New | +$338K | 0.11% | 106 |
|