Personal Capital Advisors’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
Q2 | – | Sell |
-454
| Closed | -$254K | – | 504 |
|
|
2022
Q1 | $254K | Sell |
454
-31
| -6% | -$17.3K | ﹤0.01% | 424 |
|
|
2021
Q4 | $328K | Buy |
485
+4
| +0.8% | +$2.71K | ﹤0.01% | 417 |
|
|
2021
Q3 | $311K | Buy |
481
+26
| +6% | +$16.8K | ﹤0.01% | 395 |
|
|
2021
Q2 | $253K | Sell |
455
-28
| -6% | -$15.6K | ﹤0.01% | 428 |
|
|
2021
Q1 | $238K | Sell |
483
-140
| -22% | -$69K | ﹤0.01% | 434 |
|
|
2020
Q4 | $242K | Buy |
+623
| New | +$242K | ﹤0.01% | 420 |
|