Neville Rodie & Shaw’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-400
| Closed | -$219K | – | 262 |
|
|
2022
Q1 | $219K | Hold |
400
| – | – | 0.02% | 252 |
|
|
2021
Q4 | $271K | Hold |
400
| – | – | 0.02% | 237 |
|
|
2021
Q3 | $259K | Hold |
400
| – | – | 0.02% | 233 |
|
|
2021
Q2 | $223K | Buy |
+400
| New | +$223K | 0.02% | 241 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$311K | – | 258 |
|
|
2018
Q3 | $311K | Hold |
1,000
| – | – | 0.03% | 205 |
|
|
2018
Q2 | $289K | Buy |
+1,000
| New | +$289K | 0.03% | 211 |
|
|
2018
Q1 | – | Sell |
-1,200
| Closed | -$281K | – | 252 |
|
|
2017
Q4 | $281K | Hold |
1,200
| – | – | 0.03% | 216 |
|
|
2017
Q3 | $225K | Hold |
1,200
| – | – | 0.03% | 229 |
|
|
2017
Q2 | $211K | Hold |
1,200
| – | – | 0.02% | 231 |
|
|
2017
Q1 | $223K | Hold |
1,200
| – | – | 0.03% | 238 |
|
|
2016
Q4 | $206K | Buy |
+1,200
| New | +$206K | 0.02% | 245 |
|