Patriot Financial Group Insurance Agency’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1
| Closed | – | – | 2130 |
|
2022
Q2 | $0 | Sell |
1
-9
| -90% | – | ﹤0.01% | 2251 |
|
2022
Q1 | $6K | Buy |
10
+7
| +233% | +$4.2K | ﹤0.01% | 1577 |
|
2021
Q4 | $2K | Buy |
+3
| New | +$2K | ﹤0.01% | 1998 |
|
2020
Q1 | – | Sell |
-8
| Closed | -$2K | – | 1839 |
|
2019
Q4 | $2K | Sell |
8
-96
| -92% | -$24K | ﹤0.01% | 1160 |
|
2019
Q3 | $22K | Sell |
104
-11
| -10% | -$2.33K | 0.01% | 629 |
|
2019
Q2 | $25K | Buy |
115
+112
| +3,733% | +$24.3K | 0.01% | 583 |
|
2019
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1215 |
|