Royal Harbor Partners’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,377
| Closed | -$798K | – | 79 |
|
|
2022
Q3 | $798K | Buy |
2,377
+15
| +0.6% | +$5.04K | 0.55% | 43 |
|
|
2022
Q2 | $933K | Buy |
2,362
+66
| +3% | +$26.1K | 0.64% | 42 |
|
|
2022
Q1 | $1.28M | Sell |
2,296
-2,062
| -47% | -$1.15M | 0.82% | 36 |
|
|
2021
Q4 | $2.96M | Buy |
4,358
+247
| +6% | +$168K | 1.88% | 15 |
|
|
2021
Q3 | $2.66M | Buy |
4,111
+1,847
| +82% | +$1.19M | 1.89% | 17 |
|
|
2021
Q2 | $1.26M | Buy |
2,264
+68
| +3% | +$37.8K | 0.84% | 45 |
|
|
2021
Q1 | $1.08M | Sell |
2,196
-790
| -26% | -$390K | 0.83% | 44 |
|
|
2020
Q4 | $1.16M | Sell |
2,986
-376
| -11% | -$146K | 0.97% | 27 |
|
|
2020
Q3 | $809K | Buy |
+3,362
| New | +$809K | 0.76% | 45 |
|