North Star Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-350
| Closed | -$80.5K | – | 1356 |
|
|
2022
Q4 | $80.5K | Hold |
350
| – | – | 0.01% | 522 |
|
|
2022
Q3 | $118K | Hold |
350
| – | – | 0.01% | 426 |
|
|
2022
Q2 | $138K | Hold |
350
| – | – | 0.01% | 407 |
|
|
2022
Q1 | $196K | Hold |
350
| – | – | 0.02% | 385 |
|
|
2021
Q4 | $237K | Hold |
350
| – | – | 0.02% | 378 |
|
|
2021
Q3 | $226K | Hold |
350
| – | – | 0.02% | 371 |
|
|
2021
Q2 | $195K | Hold |
350
| – | – | 0.02% | 392 |
|
|
2021
Q1 | $173K | Hold |
350
| – | – | 0.02% | 379 |
|
|
2020
Q4 | $136K | Hold |
350
| – | – | 0.01% | 395 |
|
|
2020
Q3 | $84K | Hold |
350
| – | – | 0.01% | 434 |
|
|
2020
Q2 | $75K | Hold |
350
| – | – | 0.01% | 431 |
|
|
2020
Q1 | $53K | Hold |
350
| – | – | 0.01% | 476 |
|
|
2019
Q4 | $88K | Sell |
350
-3
| -0.8% | -$754 | 0.01% | 452 |
|
|
2019
Q3 | $74K | Buy |
+353
| New | +$74K | 0.01% | 477 |
|
|
2019
Q2 | – | Sell |
-350
| Closed | -$78K | – | 1059 |
|
|
2019
Q1 | $78K | Buy |
+350
| New | +$78K | 0.01% | 482 |
|