PG
SIVB
Patten Group’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-628
| Closed | -$266K | – | 249 |
|
|
2022
Q2 | $266K | Buy |
628
+44
| +8% | +$18.6K | 0.09% | 207 |
|
|
2022
Q1 | $327K | Buy |
584
+12
| +2% | +$6.72K | 0.09% | 201 |
|
|
2021
Q4 | $388K | Buy |
572
+2
| +0.4% | +$1.36K | 0.1% | 190 |
|
|
2021
Q3 | $369K | Buy |
570
+10
| +2% | +$6.47K | 0.11% | 183 |
|
|
2021
Q2 | $312K | Hold |
560
| – | – | 0.09% | 209 |
|
|
2021
Q1 | $276K | Hold |
560
| – | – | 0.09% | 211 |
|
|
2020
Q4 | $217K | Buy |
+560
| New | +$217K | 0.06% | 221 |
|