MIM
SIVB
Moseley Investment Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-959
| Closed | -$322K | – | 150 |
|
|
2022
Q3 | $322K | Buy |
959
+127
| +15% | +$42.6K | 0.24% | 97 |
|
|
2022
Q2 | $329K | Sell |
832
-78
| -9% | -$30.8K | 0.23% | 102 |
|
|
2022
Q1 | $509K | Sell |
910
-374
| -29% | -$209K | 0.28% | 95 |
|
|
2021
Q4 | $871K | Buy |
1,284
+1
| +0.1% | +$678 | 0.4% | 71 |
|
|
2021
Q3 | $853K | Buy |
1,283
+10
| +0.8% | +$6.65K | 0.43% | 72 |
|
|
2021
Q2 | $708K | Buy |
1,273
+75
| +6% | +$41.7K | 0.35% | 76 |
|
|
2021
Q1 | $591K | Buy |
1,198
+54
| +5% | +$26.6K | 0.33% | 83 |
|
|
2020
Q4 | $444K | Buy |
1,144
+233
| +26% | +$90.4K | 0.26% | 92 |
|
|
2020
Q3 | $219K | Buy |
+911
| New | +$219K | 0.16% | 126 |
|