Old Mutual Customised Solutions’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $780K | Buy |
2,700
+500
| +23% | +$144K | 0.08% | 294 |
|
|
2018
Q1 | $528K | Hold |
2,200
| – | – | 0.05% | 376 |
|
|
2017
Q4 | $514K | Buy |
2,200
+1,100
| +100% | +$257K | 0.05% | 386 |
|
|
2017
Q3 | $206K | Hold |
1,100
| – | – | 0.03% | 527 |
|
|
2017
Q2 | $193K | Buy |
+1,100
| New | +$193K | 0.03% | 537 |
|
|
2013
Q3 | – | Sell |
-500
| Closed | -$42K | – | 1618 |
|
|
2013
Q2 | $42K | Buy |
+500
| New | +$42K | 0.01% | 766 |
|