RCA
SIVB
Rowland Carmichael Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $882K | Hold |
2,275
| – | – | 0.28% | 86 |
|
|
2020
Q3 | $547K | Hold |
2,275
| – | – | 0.21% | 118 |
|
|
2020
Q2 | $490K | Sell |
2,275
-1,277
| -36% | -$275K | 0.21% | 127 |
|
|
2020
Q1 | $537K | Buy |
3,552
+769
| +28% | +$116K | 0.27% | 106 |
|
|
2019
Q4 | $699K | Buy |
+2,783
| New | +$699K | 0.24% | 120 |
|