Placemark Investments’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $1.8M | Sell |
15,524
-2,917
| -16% | -$338K | 0.03% | 605 |
|
2014
Q3 | $2.07M | Buy |
18,441
+1,622
| +10% | +$182K | 0.04% | 545 |
|
2014
Q2 | $1.96M | Buy |
16,819
+558
| +3% | +$65K | 0.04% | 579 |
|
2014
Q1 | $2.09M | Buy |
16,261
+2,520
| +18% | +$325K | 0.04% | 517 |
|
2013
Q4 | $1.44M | Sell |
13,741
-684
| -5% | -$71.8K | 0.02% | 694 |
|
2013
Q3 | $1.25M | Buy |
14,425
+1,580
| +12% | +$137K | 0.02% | 694 |
|
2013
Q2 | $1.07M | Buy |
+12,845
| New | +$1.07M | 0.02% | 726 |
|