RIA
SIVB
Realta Investment Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-386
| Closed | -$216K | – | 453 |
|
|
2022
Q1 | $216K | Sell |
386
-4
| -1% | -$2.24K | 0.04% | 377 |
|
|
2021
Q4 | $265K | Buy |
390
+69
| +21% | +$46.9K | 0.06% | 339 |
|
|
2021
Q3 | $208K | Buy |
+321
| New | +$208K | 0.05% | 381 |
|
|
2020
Q1 | – | Sell |
-300
| Closed | -$70K | – | 1629 |
|
|
2019
Q4 | $70K | Hold |
300
| – | – | 0.02% | 587 |
|
|
2019
Q3 | $63K | Hold |
300
| – | – | 0.02% | 614 |
|
|
2019
Q2 | $67K | Hold |
300
| – | – | 0.02% | 611 |
|
|
2019
Q1 | $67K | Buy |
+300
| New | +$67K | 0.03% | 483 |
|