New England Research & Management’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,025
| Closed | -$214K | – | 168 |
|
|
2019
Q3 | $214K | Hold |
1,025
| – | – | 0.16% | 148 |
|
|
2019
Q2 | $230K | Sell |
1,025
-150
| -13% | -$33.7K | 0.16% | 151 |
|
|
2019
Q1 | $261K | Buy |
+1,175
| New | +$261K | 0.18% | 141 |
|
|
2018
Q4 | – | Sell |
-1,450
| Closed | -$451K | – | 195 |
|
|
2018
Q3 | $451K | Buy |
+1,450
| New | +$451K | 0.29% | 107 |
|
|
2015
Q1 | – | Sell |
-2,200
| Closed | -$255K | – | 198 |
|
|
2014
Q4 | $255K | Buy |
+2,200
| New | +$255K | 0.22% | 154 |
|