PIM
SIVB
Progressive Investment Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-3,432
| Closed | -$408K | – | 79 |
|
|
2015
Q4 | $408K | Sell |
3,432
-51
| -1% | -$6.06K | 0.44% | 56 |
|
|
2015
Q3 | $402K | Sell |
3,483
-230
| -6% | -$26.5K | 0.46% | 53 |
|
|
2015
Q2 | $535K | Sell |
3,713
-1,253
| -25% | -$181K | 0.59% | 43 |
|
|
2015
Q1 | $630K | Sell |
4,966
-60,986
| -92% | -$7.74M | 2.17% | 22 |
|
|
2014
Q4 | $7.66M | Buy |
65,952
+158
| +0.2% | +$18.3K | 2.63% | 17 |
|
|
2014
Q3 | $7.38M | Sell |
65,794
-212
| -0.3% | -$23.8K | 2.56% | 18 |
|
|
2014
Q2 | $7.7M | Buy |
66,006
+523
| +0.8% | +$61K | 2.48% | 19 |
|
|
2014
Q1 | $8.43M | Buy |
65,483
+319
| +0.5% | +$41.1K | 2.71% | 9 |
|
|
2013
Q4 | $6.83M | Buy |
65,164
+254
| +0.4% | +$26.6K | 2.34% | 23 |
|
|
2013
Q3 | $5.61M | Buy |
+64,910
| New | +$5.61M | 2.08% | 31 |
|