PMA
SIVB
Prudent Man Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,150
| Closed | -$265K | – | 221 |
|
|
2022
Q4 | $265K | Buy |
1,150
+318
| +38% | +$73.3K | 0.11% | 156 |
|
|
2022
Q3 | $279K | Sell |
832
-1
| -0.1% | -$335 | 0.13% | 130 |
|
|
2022
Q2 | $329K | Buy |
833
+2
| +0.2% | +$790 | 0.15% | 120 |
|
|
2022
Q1 | $465K | Sell |
831
-28
| -3% | -$15.7K | 0.19% | 99 |
|
|
2021
Q4 | $583K | Sell |
859
-29
| -3% | -$19.7K | 0.22% | 89 |
|
|
2021
Q3 | $574K | Sell |
888
-12
| -1% | -$7.76K | 0.22% | 93 |
|
|
2021
Q2 | $501K | Buy |
900
+44
| +5% | +$24.5K | 0.19% | 98 |
|
|
2021
Q1 | $423K | Sell |
856
-1
| -0.1% | -$494 | 0.18% | 103 |
|
|
2020
Q4 | $332K | Sell |
857
-2
| -0.2% | -$775 | 0.14% | 122 |
|
|
2020
Q3 | $207K | Buy |
+859
| New | +$207K | 0.11% | 150 |
|