Nelson Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $26K | Sell |
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|
2019
Q2 | $4.96M | Sell |
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|
2019
Q1 | $4.98M | Sell |
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|
2018
Q4 | $4.41M | Sell |
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|
2018
Q3 | $7.62M | Buy |
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|
2018
Q2 | $7.03M | Sell |
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|
2018
Q1 | $5.94M | Sell |
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|
2017
Q4 | $5.82M | Sell |
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|
2017
Q3 | $4.77M | Sell |
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|
2017
Q2 | $4.52M | Sell |
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|
2017
Q1 | $4.86M | Sell |
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|
2016
Q4 | $4.53M | Sell |
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|
2016
Q3 | $5.09M | Buy |
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|
2016
Q2 | $4.31M | Sell |
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|
2016
Q1 | $4.69M | Buy |
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|
2015
Q4 | $2.74M | Buy |
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|
2015
Q3 | $2.64M | Buy |
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|
2015
Q2 | $3.17M | Buy |
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|
2015
Q1 | $2.71M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $15K | Hold |
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|
2013
Q2 | $15K | Buy |
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