Schubert & Co’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9
| Closed | -$2.07K | – | 1698 |
|
|
2022
Q4 | $2.07K | Sell |
9
-3
| -25% | -$690 | ﹤0.01% | 857 |
|
|
2022
Q3 | $4K | Buy |
12
+1
| +9% | +$333 | ﹤0.01% | 553 |
|
|
2022
Q2 | $4K | Buy |
11
+7
| +175% | +$2.55K | ﹤0.01% | 515 |
|
|
2022
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 531 |
|
|
2021
Q4 | $3K | Buy |
+4
| New | +$3K | ﹤0.01% | 282 |
|