Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1
| Closed | -$230 | – | 977 |
|
|
2022
Q4 | $230 | Buy |
+1
| New | +$230 | ﹤0.01% | 808 |
|
|
2022
Q3 | – | Sell |
-11
| Closed | -$4K | – | 1134 |
|
|
2022
Q2 | $4K | Buy |
+11
| New | +$4K | ﹤0.01% | 751 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | -$3K | – | 1085 |
|
|
2021
Q4 | $3K | Buy |
+4
| New | +$3K | ﹤0.01% | 905 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$29K | – | 885 |
|
|
2018
Q2 | $29K | Buy |
+100
| New | +$29K | 0.01% | 428 |
|
|
2018
Q1 | – | Sell |
-39
| Closed | -$9K | – | 1033 |
|
|
2017
Q4 | $9K | Buy |
+39
| New | +$9K | 0.01% | 620 |
|
|
2015
Q4 | – | Sell |
-47
| Closed | -$5K | – | 1037 |
|
|
2015
Q3 | $5K | Buy |
+47
| New | +$5K | ﹤0.01% | 599 |
|