Proficio Capital Partners’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-98
| Closed | -$22K | – | 1959 |
|
|
2019
Q2 | $22K | Sell |
98
-2
| -2% | -$449 | 0.01% | 659 |
|
|
2019
Q1 | $22K | Buy |
100
+23
| +30% | +$5.06K | 0.01% | 625 |
|
|
2018
Q4 | $15K | Buy |
77
+41
| +114% | +$7.99K | 0.01% | 632 |
|
|
2018
Q3 | $11K | Sell |
36
-3
| -8% | -$917 | ﹤0.01% | 788 |
|
|
2018
Q2 | $11K | Buy |
39
+3
| +8% | +$846 | ﹤0.01% | 812 |
|
|
2018
Q1 | $9K | Buy |
36
+8
| +29% | +$2K | ﹤0.01% | 869 |
|
|
2017
Q4 | $7K | Buy |
28
+22
| +367% | +$5.5K | ﹤0.01% | 918 |
|
|
2017
Q3 | $1K | Sell |
6
-54
| -90% | -$9K | ﹤0.01% | 1266 |
|
|
2017
Q2 | $11K | Buy |
60
+32
| +114% | +$5.87K | ﹤0.01% | 781 |
|
|
2017
Q1 | $5K | Buy |
28
+25
| +833% | +$4.46K | ﹤0.01% | 1009 |
|
|
2016
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 1101 |
|
|
2016
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1191 |
|