Reilly Financial Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.46M | Hold |
2,151
| – | – | 0.11% | 111 |
|
|
2021
Q3 | $1.39M | Buy |
+2,151
| New | +$1.39M | 0.12% | 104 |
|
|
2019
Q2 | – | Sell |
-53
| Closed | -$12K | – | 1049 |
|
|
2019
Q1 | $12K | Buy |
53
+33
| +165% | +$7.47K | ﹤0.01% | 650 |
|
|
2018
Q4 | $4K | Sell |
20
-5
| -20% | -$1K | ﹤0.01% | 805 |
|
|
2018
Q3 | $8K | Hold |
25
| – | – | ﹤0.01% | 762 |
|
|
2018
Q2 | $7K | Sell |
25
-50
| -67% | -$14K | ﹤0.01% | 763 |
|
|
2018
Q1 | $18K | Buy |
75
+50
| +200% | +$12K | ﹤0.01% | 530 |
|
|
2017
Q4 | $6K | Hold |
25
| – | – | ﹤0.01% | 761 |
|
|
2017
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 784 |
|
|
2017
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 827 |
|
|
2017
Q1 | $5K | Hold |
25
| – | – | ﹤0.01% | 766 |
|
|
2016
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 723 |
|
|
2016
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 739 |
|
|
2016
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 745 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1198 |
|
|
2015
Q4 | – | Sell |
-25
| Closed | -$3K | – | 1258 |
|
|
2015
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 1108 |
|
|
2015
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 1139 |
|
|
2015
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 1130 |
|
|
2014
Q4 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 729 |
|