Private Advisor 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 |
-1,665
| Closed | -$657K | – | 2208 |
|
|
2022
Q2 | $657K | Buy |
1,665
+201
| +14% | +$79.3K | 0.01% | 1266 |
|
|
2022
Q1 | $819K | Sell |
1,464
-982
| -40% | -$549K | 0.01% | 1189 |
|
|
2021
Q4 | $1.66M | Sell |
2,446
-452
| -16% | -$307K | 0.01% | 896 |
|
|
2021
Q3 | $1.88M | Sell |
2,898
-40
| -1% | -$25.9K | 0.01% | 908 |
|
|
2021
Q2 | $1.64M | Sell |
2,938
-4,500
| -61% | -$2.5M | 0.01% | 838 |
|
|
2021
Q1 | $3.67M | Buy |
7,438
+5,267
| +243% | +$2.6M | 0.04% | 473 |
|
|
2020
Q4 | $842K | Buy |
+2,171
| New | +$842K | 0.01% | 984 |
|
|
2020
Q3 | – | Sell |
-205
| Closed | -$44K | – | 3950 |
|
|
2020
Q2 | $44K | Buy |
+205
| New | +$44K | ﹤0.01% | 2176 |
|
|
2019
Q4 | – | Sell |
-5,698
| Closed | -$1.3M | – | 1780 |
|
|
2019
Q3 | $1.3M | Buy |
5,698
+2,188
| +62% | +$500K | 0.02% | 673 |
|
|
2019
Q2 | $788K | Sell |
3,510
-52
| -1% | -$11.7K | 0.01% | 836 |
|
|
2019
Q1 | $793K | Buy |
+3,562
| New | +$793K | 0.02% | 768 |
|
|
2018
Q4 | – | Sell |
-2,475
| Closed | -$769K | – | 1674 |
|
|
2018
Q3 | $769K | Buy |
+2,475
| New | +$769K | 0.02% | 801 |
|