Shine Investment Advisory Services’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-51
| Closed | -$15K | – | 685 |
|
|
2018
Q2 | $15K | Sell |
51
-9
| -15% | -$2.65K | 0.01% | 483 |
|
|
2018
Q1 | $14K | Hold |
60
| – | – | 0.01% | 489 |
|
|
2017
Q4 | $14K | Sell |
60
-19
| -24% | -$4.43K | 0.01% | 496 |
|
|
2017
Q3 | $15K | Hold |
79
| – | – | 0.01% | 496 |
|
|
2017
Q2 | $14K | Buy |
+79
| New | +$14K | 0.01% | 484 |
|