PFG
SIVB
PAX Financial Group’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,843
| Closed | -$424K | – | 226 |
|
|
2022
Q4 | $424K | Buy |
1,843
+269
| +17% | +$61.9K | 0.11% | 145 |
|
|
2022
Q3 | $529K | Buy |
1,574
+109
| +7% | +$36.6K | 0.14% | 127 |
|
|
2022
Q2 | $579K | Buy |
1,465
+120
| +9% | +$47.4K | 0.15% | 117 |
|
|
2022
Q1 | $752K | Buy |
1,345
+147
| +12% | +$82.2K | 0.17% | 101 |
|
|
2021
Q4 | $813K | Sell |
1,198
-29
| -2% | -$19.7K | 0.18% | 94 |
|
|
2021
Q3 | $794K | Buy |
1,227
+225
| +22% | +$146K | 0.19% | 85 |
|
|
2021
Q2 | $558K | Buy |
1,002
+355
| +55% | +$198K | 0.14% | 121 |
|
|
2021
Q1 | $319K | Buy |
+647
| New | +$319K | 0.09% | 135 |
|