Optimal Asset Management’s SVB Financial Group SIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$396K Buy
2021
Q2
$339K Hold
2021
Q1
$301K Buy
2020
Q3
Sell
2020
Q2
$261K Buy
2020
Q1
Sell
2019
Q4
$317K Buy