SC
SIVB
Scholtz & Company’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,251
| Closed | -$848K | – | 68 |
|
|
2021
Q4 | $848K | Buy |
+1,251
| New | +$848K | 0.27% | 45 |
|
|
2017
Q3 | – | Sell |
-11,689
| Closed | -$2.06M | – | 74 |
|
|
2017
Q2 | $2.06M | Sell |
11,689
-11,443
| -49% | -$2.01M | 1.77% | 26 |
|
|
2017
Q1 | $4.31M | Buy |
+23,132
| New | +$4.31M | 3.66% | 6 |
|