OAM
SIVB
Optimal Asset Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $396K | Buy |
612
+2
| +0.3% | +$1.29K | 0.05% | 320 |
|
|
2021
Q2 | $339K | Hold |
610
| – | – | 0.04% | 339 |
|
|
2021
Q1 | $301K | Buy |
+610
| New | +$301K | 0.04% | 336 |
|
|
2020
Q3 | – | Sell |
-1,210
| Closed | -$261K | – | 432 |
|
|
2020
Q2 | $261K | Buy |
+1,210
| New | +$261K | 0.04% | 394 |
|
|
2020
Q1 | – | Sell |
-1,261
| Closed | -$317K | – | 416 |
|
|
2019
Q4 | $317K | Buy |
+1,261
| New | +$317K | 0.05% | 363 |
|