Park Avenue Securities’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 |
-1,621
| Closed | -$373K | – | 1216 |
|
|
2022
Q4 | $373K | Buy |
1,621
+89
| +6% | +$20.5K | 0.01% | 888 |
|
|
2022
Q3 | $514K | Sell |
1,532
-312
| -17% | -$105K | 0.01% | 705 |
|
|
2022
Q2 | $728K | Buy |
1,844
+140
| +8% | +$55.3K | 0.01% | 574 |
|
|
2022
Q1 | $953K | Buy |
1,704
+120
| +8% | +$67.1K | 0.02% | 500 |
|
|
2021
Q4 | $1.07M | Buy |
1,584
+291
| +23% | +$197K | 0.02% | 440 |
|
|
2021
Q3 | $837K | Buy |
1,293
+106
| +9% | +$68.6K | 0.02% | 488 |
|
|
2021
Q2 | $660K | Buy |
1,187
+85
| +8% | +$47.3K | 0.01% | 535 |
|
|
2021
Q1 | $544K | Buy |
+1,102
| New | +$544K | 0.01% | 557 |
|
|
2018
Q3 | – | Sell |
-702
| Closed | -$205K | – | 227 |
|
|
2018
Q2 | $205K | Buy |
+702
| New | +$205K | 0.04% | 156 |
|