Nisa Investment Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-19,165
| Closed | -$4.41M | – | 2825 |
|
|
2022
Q4 | $4.41M | Buy |
19,165
+3,260
| +20% | +$750K | 0.03% | 480 |
|
|
2022
Q3 | $5.31M | Buy |
15,905
+1,574
| +11% | +$526K | 0.05% | 356 |
|
|
2022
Q2 | $5.66M | Sell |
14,331
-430
| -3% | -$170K | 0.05% | 339 |
|
|
2022
Q1 | $8.26M | Buy |
14,761
+198
| +1% | +$111K | 0.06% | 301 |
|
|
2021
Q4 | $8.5M | Buy |
14,563
+346
| +2% | +$202K | 0.06% | 285 |
|
|
2021
Q3 | $9.2K | Sell |
14,217
-2,314
| -14% | -$1.5K | 0.06% | 301 |
|
|
2021
Q2 | $9.2K | Buy |
16,531
+406
| +3% | +$226 | 0.06% | 294 |
|
|
2021
Q1 | $7.96K | Sell |
16,125
-783
| -5% | -$387 | 0.05% | 315 |
|
|
2020
Q4 | $6.56M | Buy |
16,908
+1,153
| +7% | +$447K | 0.04% | 371 |
|
|
2020
Q3 | $3.79M | Buy |
15,755
+2,000
| +15% | +$481K | 0.03% | 434 |
|
|
2020
Q2 | $2.97M | Sell |
13,755
-1,475
| -10% | -$318K | 0.03% | 479 |
|
|
2020
Q1 | $2.3M | Buy |
15,230
+3,430
| +29% | +$518K | 0.03% | 491 |
|
|
2019
Q4 | $2.96M | Sell |
11,800
-4,000
| -25% | -$1M | 0.03% | 522 |
|
|
2019
Q3 | $3.3M | Buy |
15,800
+3,500
| +28% | +$731K | 0.03% | 482 |
|
|
2019
Q2 | $2.76M | Hold |
12,300
| – | – | 0.03% | 531 |
|
|
2019
Q1 | $2.74M | Sell |
12,300
-2,000
| -14% | -$445K | 0.03% | 525 |
|
|
2018
Q4 | $2.72M | Sell |
14,300
-7,739
| -35% | -$1.47M | 0.03% | 479 |
|
|
2018
Q3 | $6.85M | Buy |
22,039
+9,339
| +74% | +$2.9M | 0.06% | 293 |
|
|
2018
Q2 | $3.67M | Buy |
12,700
+2,000
| +19% | +$577K | 0.04% | 429 |
|
|
2018
Q1 | $2.59M | Hold |
10,700
| – | – | 0.03% | 526 |
|
|
2017
Q4 | $2.5M | Buy |
10,700
+900
| +9% | +$210K | 0.03% | 539 |
|
|
2017
Q3 | $1.83M | Hold |
9,800
| – | – | 0.02% | 599 |
|
|
2017
Q2 | $1.71M | Hold |
9,800
| – | – | 0.02% | 641 |
|
|
2017
Q1 | $1.82M | Hold |
9,800
| – | – | 0.02% | 631 |
|
|
2016
Q4 | $1.68M | Hold |
9,800
| – | – | 0.02% | 662 |
|
|
2016
Q3 | $1.08M | Hold |
9,800
| – | – | 0.01% | 765 |
|
|
2016
Q2 | $933K | Hold |
9,800
| – | – | 0.01% | 789 |
|
|
2016
Q1 | $1M | Hold |
9,800
| – | – | 0.01% | 753 |
|
|
2015
Q4 | $1.17M | Hold |
9,800
| – | – | 0.02% | 697 |
|
|
2015
Q3 | $1.15M | Hold |
9,800
| – | – | 0.02% | 682 |
|
|
2015
Q2 | $1.41M | Hold |
9,800
| – | – | 0.02% | 675 |
|
|
2015
Q1 | $1.25M | Hold |
9,800
| – | – | 0.02% | 720 |
|
|
2014
Q4 | $1.14M | Hold |
9,800
| – | – | 0.02% | 742 |
|
|
2014
Q3 | $1.1M | Hold |
9,800
| – | – | 0.02% | 742 |
|
|
2014
Q2 | $1.14M | Hold |
9,800
| – | – | 0.02% | 751 |
|
|
2014
Q1 | $1.26M | Hold |
9,800
| – | – | 0.02% | 713 |
|
|
2013
Q4 | $1.03M | Hold |
9,800
| – | – | 0.01% | 791 |
|
|
2013
Q3 | $846K | Hold |
9,800
| – | – | 0.01% | 831 |
|
|
2013
Q2 | $817K | Buy |
+9,800
| New | +$817K | 0.01% | 834 |
|